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 | $89,543 | $150,440-40.5% | $136,294-34.3% | $147,584-39.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.60% | 1049.08%-1032.5pp | 5155.94%-5139.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,544 | $5,256-51.6% | $4,695-45.8% | $4,876-47.8% |
| Participant deferral / active EE | $8,695 | $6,630+31.1% | $6,247+39.2% | $5,439+59.9% |
| Admin fee / account holder | $500 | $10,905-95.4% | $9,243-94.6% | $10,885-95.4% |