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 | $36,396 | $202,318-82.0% | $172,739-78.9% | $152,861-76.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.71% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,912 | $5,856-67.3% | $5,143-62.8% | $4,762-59.9% |
| Participant deferral / active EE | $2,235 | $5,948-62.4% | $5,198-57.0% | $5,850-61.8% |
| Admin fee / account holder | $5,098 | $17,109-70.2% | $13,954-63.5% | $11,596-56.0% |