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 | $96,449 | $202,318-52.3% | $172,739-44.2% | $152,861-36.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.13% | 1029.65%-1006.5pp | 802.84%-779.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $10,852 | $5,856+85.3% | $5,143+111.0% | $4,762+127.9% |
| Participant deferral / active EE | $9,586 | $5,948+61.2% | $5,198+84.4% | $5,850+63.9% |
| Admin fee / account holder | $2,289 | $17,109-86.6% | $13,954-83.6% | $11,596-80.3% |