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 | $130,267 | $202,318-35.6% | $172,739-24.6% | $152,861-14.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.98% | 1029.65%-1010.7pp | 802.84%-783.9pp | 345.32%-326.3pp |
| Employer contribution / active EE | $7,835 | $5,856+33.8% | $5,143+52.3% | $4,762+64.5% |
| Participant deferral / active EE | $8,099 | $5,948+36.2% | $5,198+55.8% | $5,850+38.4% |
| Admin fee / account holder | $1,692 | $17,109-90.1% | $13,954-87.9% | $11,596-85.4% |