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 | $76,405 | $150,440-49.2% | $136,294-43.9% | $147,584-48.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.59% | 1049.08%-1029.5pp | 5155.94%-5136.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $5,991 | $5,256+14.0% | $4,695+27.6% | $4,876+22.9% |
| Participant deferral / active EE | $3,996 | $6,630-39.7% | $6,247-36.0% | $5,439-26.5% |
| Admin fee / account holder | $6,491 | $10,905-40.5% | $9,243-29.8% | $10,885-40.4% |