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 | $39,250 | $150,440-73.9% | $136,294-71.2% | $147,584-73.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.35% | 1049.08%-1026.7pp | 5155.94%-5133.6pp | 578.55%-556.2pp |
| Employer contribution / active EE | $8,670 | $5,256+65.0% | $4,695+84.6% | $4,876+77.8% |
| Participant deferral / active EE | $6,818 | $6,630+2.8% | $6,247+9.1% | $5,439+25.4% |
| Admin fee / account holder | $1,003 | $10,905-90.8% | $9,243-89.1% | $10,885-90.8% |