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 | $69,268 | $171,865-59.7% | $149,718-53.7% | $147,584-53.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.34% | 2113.22%-2088.9pp | 1501.63%-1477.3pp | 578.55%-554.2pp |
| Employer contribution / active EE | $4,052 | $6,275-35.4% | $5,445-25.6% | $4,876-16.9% |
| Participant deferral / active EE | $6,670 | $7,271-8.3% | $6,569+1.5% | $5,439+22.6% |
| Admin fee / account holder | $1,166 | $13,799-91.5% | $11,283-89.7% | $10,885-89.3% |