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 | $71,903 | $171,865-58.2% | $149,718-52.0% | $147,584-51.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.29% | 2113.22%-2095.9pp | 1501.63%-1484.3pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,823 | $6,275-55.0% | $5,445-48.2% | $4,876-42.1% |
| Participant deferral / active EE | $5,723 | $7,271-21.3% | $6,569-12.9% | $5,439+5.2% |
| Admin fee / account holder | $5,066 | $13,799-63.3% | $11,283-55.1% | $10,885-53.5% |