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 | $47,096 | $150,440-68.7% | $136,294-65.4% | $147,584-68.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.13% | 1049.08%-1034.9pp | 5155.94%-5141.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $3,410 | $5,256-35.1% | $4,695-27.4% | $4,876-30.1% |
| Participant deferral / active EE | $3,185 | $6,630-52.0% | $6,247-49.0% | $5,439-41.4% |
| Admin fee / account holder | $14,070 | $10,905+29.0% | $9,243+52.2% | $10,885+29.3% |