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 | $97,917 | $202,318-51.6% | $172,739-43.3% | $152,861-35.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.71% | 1029.65%-1007.9pp | 802.84%-781.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $5,918 | $5,856+1.1% | $5,143+15.1% | $4,762+24.3% |
| Participant deferral / active EE | $7,606 | $5,948+27.9% | $5,198+46.3% | $5,850+30.0% |
| Admin fee / account holder | $1,600 | $17,109-90.6% | $13,954-88.5% | $11,596-86.2% |