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 | $99,098 | $202,318-51.0% | $172,739-42.6% | $152,861-35.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.00% | 1029.65%-1009.7pp | 802.84%-782.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,303 | $5,856-60.7% | $5,143-55.2% | $4,762-51.6% |
| Participant deferral / active EE | $7,465 | $5,948+25.5% | $5,198+43.6% | $5,850+27.6% |
| Admin fee / account holder | $1,281 | $17,109-92.5% | $13,954-90.8% | $11,596-89.0% |