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 | $33,565 | $150,440-77.7% | $136,294-75.4% | $147,584-77.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.96% | 1049.08%-1030.1pp | 5155.94%-5137.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $3,326 | $5,256-36.7% | $4,695-29.2% | $4,876-31.8% |
| Participant deferral / active EE | $6,076 | $6,630-8.4% | $6,247-2.7% | $5,439+11.7% |
| Admin fee / account holder | $10,154 | $10,905-6.9% | $9,243+9.8% | $10,885-6.7% |