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 | $73,063 | $171,865-57.5% | $149,718-51.2% | $147,584-50.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.28% | 2113.22%-2096.9pp | 1501.63%-1485.3pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,727 | $6,275-56.5% | $5,445-49.9% | $4,876-44.1% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,944 | $13,799-78.7% | $11,283-73.9% | $10,885-73.0% |