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 | $147,657 | $202,318-27.0% | $172,739-14.5% | $152,861-3.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.57% | 1029.65%-1014.1pp | 802.84%-787.3pp | 345.32%-329.7pp |
| Employer contribution / active EE | $5,217 | $5,856-10.9% | $5,143+1.4% | $4,762+9.5% |
| Participant deferral / active EE | $4,046 | $5,948-32.0% | $5,198-22.2% | $5,850-30.8% |
| Admin fee / account holder | $2,128 | $17,109-87.6% | $13,954-84.8% | $11,596-81.6% |