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 | $90,299 | $202,318-55.4% | $172,739-47.7% | $152,861-40.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.64% | 1029.65%-1011.0pp | 802.84%-784.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $8,071 | $5,856+37.8% | $5,143+56.9% | $4,762+69.5% |
| Participant deferral / active EE | $8,523 | $5,948+43.3% | $5,198+64.0% | $5,850+45.7% |
| Admin fee / account holder | $1,264 | $17,109-92.6% | $13,954-90.9% | $11,596-89.1% |