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 8-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 | $101,330 | $202,318-49.9% | $172,739-41.3% | $152,861-33.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 25.77% | 1029.65%-1003.9pp | 802.84%-777.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,557 | $5,856-56.3% | $5,143-50.3% | $4,762-46.3% |
| Participant deferral / active EE | $10,251 | $5,948+72.3% | $5,198+97.2% | $5,850+75.2% |
| Admin fee / account holder | $3,625 | $17,109-78.8% | $13,954-74.0% | $11,596-68.7% |