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 | $28,103 | $150,440-81.3% | $136,294-79.4% | $147,584-81.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.86% | 1049.08%-1029.2pp | 5155.94%-5136.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,781 | $5,256-47.1% | $4,695-40.8% | $4,876-43.0% |
| Participant deferral / active EE | $6,357 | $6,630-4.1% | $6,247+1.8% | $5,439+16.9% |
| Admin fee / account holder | $319 | $10,905-97.1% | $9,243-96.5% | $10,885-97.1% |