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 | $56,262 | $202,318-72.2% | $172,739-67.4% | $152,861-63.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.38% | 1029.65%-1014.3pp | 802.84%-787.5pp | 345.32%-329.9pp |
| Employer contribution / active EE | $6,632 | $5,856+13.2% | $5,143+28.9% | $4,762+39.3% |
| Participant deferral / active EE | $2,243 | $5,948-62.3% | $5,198-56.8% | $5,850-61.7% |
| Admin fee / account holder | $1,168 | $17,109-93.2% | $13,954-91.6% | $11,596-89.9% |