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 | $71,923 | $150,440-52.2% | $136,294-47.2% | $147,584-51.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.06% | 1049.08%-1031.0pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $7,568 | $5,256+44.0% | $4,695+61.2% | $4,876+55.2% |
| Participant deferral / active EE | $8,060 | $6,630+21.6% | $6,247+29.0% | $5,439+48.2% |
| Admin fee / account holder | $1,488 | $10,905-86.4% | $9,243-83.9% | $10,885-86.3% |