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 9-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 | $110,315 | $202,318-45.5% | $172,739-36.1% | $152,861-27.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.98% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,729 | $5,856-70.5% | $5,143-66.4% | $4,762-63.7% |
| Participant deferral / active EE | $3,628 | $5,948-39.0% | $5,198-30.2% | $5,850-38.0% |
| Admin fee / account holder | $1,474 | $17,109-91.4% | $13,954-89.4% | $11,596-87.3% |