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 | $43,218 | $171,865-74.9% | $149,718-71.1% | $147,584-70.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.85% | 2113.22%-2094.4pp | 1501.63%-1482.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $3,237 | $6,275-48.4% | $5,445-40.5% | $4,876-33.6% |
| Participant deferral / active EE | $4,247 | $7,271-41.6% | $6,569-35.4% | $5,439-21.9% |
| Admin fee / account holder | $1,206 | $13,799-91.3% | $11,283-89.3% | $10,885-88.9% |