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 | $55,952 | $150,440-62.8% | $136,294-58.9% | $147,584-62.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.22% | 1049.08%-1031.9pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,777 | $5,256-66.2% | $4,695-62.2% | $4,876-63.6% |
| Participant deferral / active EE | $2,482 | $6,630-62.6% | $6,247-60.3% | $5,439-54.4% |
| Admin fee / account holder | $10,168 | $10,905-6.8% | $9,243+10.0% | $10,885-6.6% |