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 | $78,591 | $171,865-54.3% | $149,718-47.5% | $147,584-46.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.85% | 2113.22%-2097.4pp | 1501.63%-1485.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $4,486 | $6,275-28.5% | $5,445-17.6% | $4,876-8.0% |
| Participant deferral / active EE | $8,971 | $7,271+23.4% | $6,569+36.6% | $5,439+64.9% |
| Admin fee / account holder | $6,300 | $13,799-54.3% | $11,283-44.2% | $10,885-42.1% |