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 | $90,105 | $202,318-55.5% | $172,739-47.8% | $152,861-41.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.55% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $3,540 | $5,856-39.5% | $5,143-31.2% | $4,762-25.7% |
| Participant deferral / active EE | $7,125 | $5,948+19.8% | $5,198+37.1% | $5,850+21.8% |
| Admin fee / account holder | $1,511 | $17,109-91.2% | $13,954-89.2% | $11,596-87.0% |