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 | $71,365 | $171,865-58.5% | $149,718-52.3% | $147,584-51.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.51% | 2113.22%-2101.7pp | 1501.63%-1490.1pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,991 | $6,275-68.3% | $5,445-63.4% | $4,876-59.2% |
| Participant deferral / active EE | $2,855 | $7,271-60.7% | $6,569-56.5% | $5,439-47.5% |
| Admin fee / account holder | $1,402 | $13,799-89.8% | $11,283-87.6% | $10,885-87.1% |