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 | $84,769 | $202,318-58.1% | $172,739-50.9% | $152,861-44.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.99% | 1029.65%-1001.7pp | 802.84%-774.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $3,711 | $5,856-36.6% | $5,143-27.9% | $4,762-22.1% |
| Participant deferral / active EE | $5,458 | $5,948-8.2% | $5,198+5.0% | $5,850-6.7% |
| Admin fee / account holder | $2,142 | $17,109-87.5% | $13,954-84.6% | $11,596-81.5% |