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 | $72,826 | $202,318-64.0% | $172,739-57.8% | $152,861-52.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.83% | 1029.65%-1012.8pp | 802.84%-786.0pp | 345.32%-328.5pp |
| Employer contribution / active EE | $7,975 | $5,856+36.2% | $5,143+55.1% | $4,762+67.5% |
| Participant deferral / active EE | $5,266 | $5,948-11.5% | $5,198+1.3% | $5,850-10.0% |
| Admin fee / account holder | $60,913 | $17,109+256.0% | $13,954+336.5% | $11,596+425.3% |