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 | $176,804 | $202,318-12.6% | $172,739+2.4% | $152,861+15.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.52% | 1029.65%-1014.1pp | 802.84%-787.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $2,628 | $5,856-55.1% | $5,143-48.9% | $4,762-44.8% |
| Participant deferral / active EE | $3,716 | $5,948-37.5% | $5,198-28.5% | $5,850-36.5% |
| Admin fee / account holder | $924 | $17,109-94.6% | $13,954-93.4% | $11,596-92.0% |