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 | $61,393 | $202,318-69.7% | $172,739-64.5% | $152,861-59.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.94% | 1029.65%-1012.7pp | 802.84%-785.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $14,598 | $5,856+149.3% | $5,143+183.8% | $4,762+206.5% |
| Participant deferral / active EE | $9,780 | $5,948+64.4% | $5,198+88.2% | $5,850+67.2% |
| Admin fee / account holder | $606 | $17,109-96.5% | $13,954-95.7% | $11,596-94.8% |