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 | $111,640 | $202,318-44.8% | $172,739-35.4% | $152,861-27.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.42% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,577 | $5,856-73.1% | $5,143-69.3% | $4,762-66.9% |
| Participant deferral / active EE | $3,853 | $5,948-35.2% | $5,198-25.9% | $5,850-34.1% |
| Admin fee / account holder | $27,276 | $17,109+59.4% | $13,954+95.5% | $11,596+135.2% |