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 | $146,783 | $202,318-27.4% | $172,739-15.0% | $152,861-4.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.04% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $9,058 | $5,856+54.7% | $5,143+76.1% | $4,762+90.2% |
| Participant deferral / active EE | $7,426 | $5,948+24.8% | $5,198+42.9% | $5,850+26.9% |
| Admin fee / account holder | $72,841 | $17,109+325.8% | $13,954+422.0% | $11,596+528.1% |