See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,473 | $150,440-35.2% | $136,294-28.5% | $147,584-34.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.52% | 1049.08%-1034.6pp | 5155.94%-5141.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $4,354 | $5,256-17.2% | $4,695-7.3% | $4,876-10.7% |
| Participant deferral / active EE | $3,670 | $6,630-44.7% | $6,247-41.3% | $5,439-32.5% |
| Admin fee / account holder | $5,687 | $10,905-47.9% | $9,243-38.5% | $10,885-47.8% |