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 | $156,485 | $202,318-22.7% | $172,739-9.4% | $152,861+2.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.72% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,701 | $5,856-71.0% | $5,143-66.9% | $4,762-64.3% |
| Participant deferral / active EE | $4,056 | $5,948-31.8% | $5,198-22.0% | $5,850-30.7% |
| Admin fee / account holder | $2,489 | $17,109-85.5% | $13,954-82.2% | $11,596-78.5% |