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 | $125,153 | $202,318-38.1% | $172,739-27.5% | $152,861-18.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.90% | 1029.65%-1006.8pp | 802.84%-779.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,720 | $5,856-70.6% | $5,143-66.6% | $4,762-63.9% |
| Participant deferral / active EE | $6,701 | $5,948+12.7% | $5,198+28.9% | $5,850+14.5% |
| Admin fee / account holder | $11,877 | $17,109-30.6% | $13,954-14.9% | $11,596+2.4% |