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 | $79,610 | $150,440-47.1% | $136,294-41.6% | $147,584-46.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.66% | 1049.08%-1035.4pp | 5155.94%-5142.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,747 | $5,256-47.7% | $4,695-41.5% | $4,876-43.7% |
| Participant deferral / active EE | $5,156 | $6,630-22.2% | $6,247-17.5% | $5,439-5.2% |
| Admin fee / account holder | $16,244 | $10,905+49.0% | $9,243+75.7% | $10,885+49.2% |