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 | $58,574 | $202,318-71.0% | $172,739-66.1% | $152,861-61.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.80% | 1029.65%-1004.8pp | 802.84%-778.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $7,255 | $5,856+23.9% | $5,143+41.1% | $4,762+52.3% |
| Participant deferral / active EE | $8,522 | $5,948+43.3% | $5,198+64.0% | $5,850+45.7% |
| Admin fee / account holder | $1,882 | $17,109-89.0% | $13,954-86.5% | $11,596-83.8% |