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 | $99,543 | $150,440-33.8% | $136,294-27.0% | $147,584-32.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.62% | 1049.08%-1030.5pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $3,364 | $5,256-36.0% | $4,695-28.3% | $4,876-31.0% |
| Participant deferral / active EE | $9,415 | $6,630+42.0% | $6,247+50.7% | $5,439+73.1% |
| Admin fee / account holder | $642 | $10,905-94.1% | $9,243-93.1% | $10,885-94.1% |