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 | $58,430 | $202,318-71.1% | $172,739-66.2% | $152,861-61.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.15% | 1029.65%-1013.5pp | 802.84%-786.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $1,644 | $5,856-71.9% | $5,143-68.0% | $4,762-65.5% |
| Participant deferral / active EE | $2,975 | $5,948-50.0% | $5,198-42.8% | $5,850-49.1% |
| Admin fee / account holder | $14,406 | $17,109-15.8% | $13,954+3.2% | $11,596+24.2% |