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 9-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 | $104,171 | $202,318-48.5% | $172,739-39.7% | $152,861-31.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.70% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $6,571 | $5,856+12.2% | $5,143+27.8% | $4,762+38.0% |
| Participant deferral / active EE | $3,080 | $5,948-48.2% | $5,198-40.8% | $5,850-47.4% |
| Admin fee / account holder | $676 | $17,109-96.1% | $13,954-95.2% | $11,596-94.2% |