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 | $118,751 | $202,318-41.3% | $172,739-31.3% | $152,861-22.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.38% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-321.9pp |
| Employer contribution / active EE | $6,620 | $5,856+13.0% | $5,143+28.7% | $4,762+39.0% |
| Participant deferral / active EE | $5,913 | $5,948-0.6% | $5,198+13.8% | $5,850+1.1% |
| Admin fee / account holder | $1,276 | $17,109-92.5% | $13,954-90.9% | $11,596-89.0% |