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 | $108,971 | $202,318-46.1% | $172,739-36.9% | $152,861-28.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.60% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $12,016 | $5,856+105.2% | $5,143+133.6% | $4,762+152.3% |
| Participant deferral / active EE | $11,097 | $5,948+86.6% | $5,198+113.5% | $5,850+89.7% |
| Admin fee / account holder | $1,213 | $17,109-92.9% | $13,954-91.3% | $11,596-89.5% |