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 | $58,781 | $202,318-70.9% | $172,739-66.0% | $152,861-61.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.99% | 1029.65%-1004.7pp | 802.84%-777.9pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,544 | $5,856-73.6% | $5,143-70.0% | $4,762-67.6% |
| Participant deferral / active EE | $2,638 | $5,948-55.7% | $5,198-49.3% | $5,850-54.9% |
| Admin fee / account holder | $5,161 | $17,109-69.8% | $13,954-63.0% | $11,596-55.5% |