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 | $75,060 | $202,318-62.9% | $172,739-56.5% | $152,861-50.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.93% | 1029.65%-1012.7pp | 802.84%-785.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,730 | $5,856-53.4% | $5,143-46.9% | $4,762-42.7% |
| Participant deferral / active EE | $2,295 | $5,948-61.4% | $5,198-55.9% | $5,850-60.8% |
| Admin fee / account holder | $403 | $17,109-97.6% | $13,954-97.1% | $11,596-96.5% |