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 | $54,903 | $202,318-72.9% | $172,739-68.2% | $152,861-64.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.07% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,015 | $5,856-65.6% | $5,143-60.8% | $4,762-57.7% |
| Participant deferral / active EE | $4,353 | $5,948-26.8% | $5,198-16.2% | $5,850-25.6% |
| Admin fee / account holder | $313 | $17,109-98.2% | $13,954-97.8% | $11,596-97.3% |