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 | $55,061 | $150,440-63.4% | $136,294-59.6% | $147,584-62.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.00% | 1049.08%-1027.1pp | 5155.94%-5133.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $6,796 | $5,256+29.3% | $4,695+44.7% | $4,876+39.4% |
| Participant deferral / active EE | $13,990 | $6,630+111.0% | $6,247+123.9% | $5,439+157.2% |
| Admin fee / account holder | $4,178 | $10,905-61.7% | $9,243-54.8% | $10,885-61.6% |