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 | $73,508 | $150,440-51.1% | $136,294-46.1% | $147,584-50.2% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 22.83% | 1049.08%-1026.3pp | 5155.94%-5133.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $12,978 | $5,256+146.9% | $4,695+176.4% | $4,876+166.2% |
| Participant deferral / active EE | $10,181 | $6,630+53.5% | $6,247+63.0% | $5,439+87.2% |
| Admin fee / account holder | $2,470 | $10,905-77.4% | $9,243-73.3% | $10,885-77.3% |