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 | $65,808 | $202,318-67.5% | $172,739-61.9% | $152,861-56.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.46% | 1029.65%-1017.2pp | 802.84%-790.4pp | 345.32%-332.9pp |
| Employer contribution / active EE | $5,362 | $5,856-8.4% | $5,143+4.3% | $4,762+12.6% |
| Participant deferral / active EE | $4,452 | $5,948-25.2% | $5,198-14.4% | $5,850-23.9% |
| Admin fee / account holder | $2,782 | $17,109-83.7% | $13,954-80.1% | $11,596-76.0% |