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 | $30,000 | $150,440-80.1% | $136,294-78.0% | $147,584-79.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.53% | 1049.08%-1030.6pp | 5155.94%-5137.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $4,474 | $5,256-14.9% | $4,695-4.7% | $4,876-8.2% |
| Participant deferral / active EE | $5,791 | $6,630-12.7% | $6,247-7.3% | $5,439+6.5% |
| Admin fee / account holder | $3,412 | $10,905-68.7% | $9,243-63.1% | $10,885-68.7% |