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 | $52,435 | $202,318-74.1% | $172,739-69.6% | $152,861-65.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.58% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,842 | $5,856-68.5% | $5,143-64.2% | $4,762-61.3% |
| Participant deferral / active EE | $2,171 | $5,948-63.5% | $5,198-58.2% | $5,850-62.9% |
| Admin fee / account holder | $11,172 | $17,109-34.7% | $13,954-19.9% | $11,596-3.7% |