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 | $137,104 | $202,318-32.2% | $172,739-20.6% | $152,861-10.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.69% | 1029.65%-1014.0pp | 802.84%-787.1pp | 345.32%-329.6pp |
| Employer contribution / active EE | $2,325 | $5,856-60.3% | $5,143-54.8% | $4,762-51.2% |
| Participant deferral / active EE | $5,108 | $5,948-14.1% | $5,198-1.7% | $5,850-12.7% |
| Admin fee / account holder | $763 | $17,109-95.5% | $13,954-94.5% | $11,596-93.4% |