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 | $103,458 | $202,318-48.9% | $172,739-40.1% | $152,861-32.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.10% | 1029.65%-1014.6pp | 802.84%-787.7pp | 345.32%-330.2pp |
| Employer contribution / active EE | $3,349 | $5,856-42.8% | $5,143-34.9% | $4,762-29.7% |
| Participant deferral / active EE | $3,086 | $5,948-48.1% | $5,198-40.6% | $5,850-47.3% |
| Admin fee / account holder | $4,294 | $17,109-74.9% | $13,954-69.2% | $11,596-63.0% |