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 | $70,447 | $150,440-53.2% | $136,294-48.3% | $147,584-52.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.34% | 1049.08%-1034.7pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,848 | $5,256-45.8% | $4,695-39.4% | $4,876-41.6% |
| Participant deferral / active EE | $4,983 | $6,630-24.8% | $6,247-20.2% | $5,439-8.4% |
| Admin fee / account holder | $4,201 | $10,905-61.5% | $9,243-54.6% | $10,885-61.4% |