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 | $66,766 | $150,440-55.6% | $136,294-51.0% | $147,584-54.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.30% | 1049.08%-1020.8pp | 5155.94%-5127.6pp | 578.55%-550.2pp |
| Employer contribution / active EE | $4,359 | $5,256-17.1% | $4,695-7.2% | $4,876-10.6% |
| Participant deferral / active EE | $6,406 | $6,630-3.4% | $6,247+2.5% | $5,439+17.8% |
| Admin fee / account holder | $1,016 | $10,905-90.7% | $9,243-89.0% | $10,885-90.7% |