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 | $58,013 | $150,440-61.4% | $136,294-57.4% | $147,584-60.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.59% | 1049.08%-1035.5pp | 5155.94%-5142.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,830 | $5,256-65.2% | $4,695-61.0% | $4,876-62.5% |
| Participant deferral / active EE | $7,084 | $6,630+6.8% | $6,247+13.4% | $5,439+30.2% |
| Admin fee / account holder | $4,055 | $10,905-62.8% | $9,243-56.1% | $10,885-62.7% |