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 | $72,097 | $171,865-58.1% | $149,718-51.8% | $147,584-51.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.01% | 2113.22%-2094.2pp | 1501.63%-1482.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $10,136 | $6,275+61.5% | $5,445+86.2% | $4,876+107.9% |
| Participant deferral / active EE | $11,310 | $7,271+55.6% | $6,569+72.2% | $5,439+108.0% |
| Admin fee / account holder | $1,017 | $13,799-92.6% | $11,283-91.0% | $10,885-90.7% |