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 | $130,845 | $209,832-37.6% | $189,513-31.0% | $167,490-21.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.30% | 748.27%-738.0pp | 555.15%-544.9pp | 478.56%-468.3pp |
| Employer contribution / active EE | $6,139 | $6,914-11.2% | $6,162-0.4% | $4,837+26.9% |
| Participant deferral / active EE | $16,947 | $8,935+89.7% | $8,221+106.1% | $6,341+167.3% |
| Admin fee / account holder | $35,600 | $14,293+149.1% | $12,045+195.6% | $12,309+189.2% |