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 | $123,486 | $202,318-39.0% | $172,739-28.5% | $152,861-19.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.55% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $7,043 | $5,856+20.3% | $5,143+36.9% | $4,762+47.9% |
| Participant deferral / active EE | $6,465 | $5,948+8.7% | $5,198+24.4% | $5,850+10.5% |
| Admin fee / account holder | $727 | $17,109-95.7% | $13,954-94.8% | $11,596-93.7% |