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 | $135,060 | $202,318-33.2% | $172,739-21.8% | $152,861-11.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.55% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,508 | $5,856-57.2% | $5,143-51.2% | $4,762-47.3% |
| Participant deferral / active EE | $6,231 | $5,948+4.8% | $5,198+19.9% | $5,850+6.5% |
| Admin fee / account holder | $723 | $17,109-95.8% | $13,954-94.8% | $11,596-93.8% |