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 | $138,002 | $202,318-31.8% | $172,739-20.1% | $152,861-9.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.50% | 1029.65%-1009.1pp | 802.84%-782.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,838 | $5,856-34.5% | $5,143-25.4% | $4,762-19.4% |
| Participant deferral / active EE | $7,366 | $5,948+23.8% | $5,198+41.7% | $5,850+25.9% |
| Admin fee / account holder | $914 | $17,109-94.7% | $13,954-93.4% | $11,596-92.1% |