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 | $27,985 | $150,440-81.4% | $136,294-79.5% | $147,584-81.0% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 150.32% | 1049.08%-898.8pp | 5155.94%-5005.6pp | 578.55%-428.2pp |
| Employer contribution / active EE | $1,745 | $5,256-66.8% | $4,695-62.8% | $4,876-64.2% |
| Participant deferral / active EE | $4,290 | $6,630-35.3% | $6,247-31.3% | $5,439-21.1% |
| Admin fee / account holder | $2,014 | $10,905-81.5% | $9,243-78.2% | $10,885-81.5% |