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 | $121,541 | $202,318-39.9% | $172,739-29.6% | $152,861-20.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.03% | 1029.65%-1012.6pp | 802.84%-785.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,304 | $5,856-60.7% | $5,143-55.2% | $4,762-51.6% |
| Participant deferral / active EE | $6,062 | $5,948+1.9% | $5,198+16.6% | $5,850+3.6% |
| Admin fee / account holder | $8,513 | $17,109-50.2% | $13,954-39.0% | $11,596-26.6% |