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 | $24,885 | $150,440-83.5% | $136,294-81.7% | $147,584-83.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 30.32% | 1049.08%-1018.8pp | 5155.94%-5125.6pp | 578.55%-548.2pp |
| Employer contribution / active EE | $2,219 | $5,256-57.8% | $4,695-52.7% | $4,876-54.5% |
| Participant deferral / active EE | $3,179 | $6,630-52.1% | $6,247-49.1% | $5,439-41.6% |
| Admin fee / account holder | $602 | $10,905-94.5% | $9,243-93.5% | $10,885-94.5% |