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 | $89,284 | $150,440-40.7% | $136,294-34.5% | $147,584-39.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.29% | 1049.08%-1025.8pp | 5155.94%-5132.6pp | 578.55%-555.3pp |
| Employer contribution / active EE | $5,067 | $5,256-3.6% | $4,695+7.9% | $4,876+3.9% |
| Participant deferral / active EE | $4,702 | $6,630-29.1% | $6,247-24.7% | $5,439-13.6% |
| Admin fee / account holder | $4,194 | $10,905-61.5% | $9,243-54.6% | $10,885-61.5% |