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 | $77,032 | $102,604-24.9% | $86,188-10.6% | $139,434-44.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.16% | 1922.51%-1901.4pp | 1168.45%-1147.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,833 | $3,032-39.6% | $2,380-23.0% | $4,751-61.4% |
| Participant deferral / active EE | $2,899 | $4,676-38.0% | $3,985-27.3% | $6,710-56.8% |
| Admin fee / account holder | $4,472 | $8,657-48.3% | $6,852-34.7% | $11,403-60.8% |