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 | $55,183 | $150,440-63.3% | $136,294-59.5% | $147,584-62.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.27% | 1049.08%-1036.8pp | 5155.94%-5143.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,846 | $5,256-45.9% | $4,695-39.4% | $4,876-41.6% |
| Participant deferral / active EE | $20,751 | $6,630+213.0% | $6,247+232.2% | $5,439+281.5% |
| Admin fee / account holder | $3,831 | $10,905-64.9% | $9,243-58.6% | $10,885-64.8% |