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 | $109,057 | $202,318-46.1% | $172,739-36.9% | $152,861-28.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.70% | 1029.65%-1015.0pp | 802.84%-788.1pp | 345.32%-330.6pp |
| Employer contribution / active EE | $7,409 | $5,856+26.5% | $5,143+44.1% | $4,762+55.6% |
| Participant deferral / active EE | $5,478 | $5,948-7.9% | $5,198+5.4% | $5,850-6.4% |
| Admin fee / account holder | $197,904 | $17,109+1056.7% | $13,954+1318.3% | $11,596+1606.6% |