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 | $58,607 | $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 | 18.54% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $3,662 | $5,856-37.5% | $5,143-28.8% | $4,762-23.1% |
| Participant deferral / active EE | $6,175 | $5,948+3.8% | $5,198+18.8% | $5,850+5.5% |
| Admin fee / account holder | $56,558 | $17,109+230.6% | $13,954+305.3% | $11,596+387.7% |