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 | $56,206 | $171,865-67.3% | $149,718-62.5% | $147,584-61.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.78% | 2113.22%-2096.4pp | 1501.63%-1484.8pp | 578.55%-561.8pp |
| Employer contribution / active EE | $6,395 | $6,275+1.9% | $5,445+17.5% | $4,876+31.2% |
| Participant deferral / active EE | $4,598 | $7,271-36.8% | $6,569-30.0% | $5,439-15.5% |
| Admin fee / account holder | $1,584 | $13,799-88.5% | $11,283-86.0% | $10,885-85.5% |