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 | $56,771 | $171,865-67.0% | $149,718-62.1% | $147,584-61.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.96% | 2113.22%-2100.3pp | 1501.63%-1488.7pp | 578.55%-565.6pp |
| Employer contribution / active EE | $4,525 | $6,275-27.9% | $5,445-16.9% | $4,876-7.2% |
| Participant deferral / active EE | $3,490 | $7,271-52.0% | $6,569-46.9% | $5,439-35.8% |
| Admin fee / account holder | $1,240 | $13,799-91.0% | $11,283-89.0% | $10,885-88.6% |