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 | $67,231 | $202,318-66.8% | $172,739-61.1% | $152,861-56.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.76% | 1029.65%-1011.9pp | 802.84%-785.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $3,145 | $5,856-46.3% | $5,143-38.8% | $4,762-34.0% |
| Participant deferral / active EE | $4,820 | $5,948-19.0% | $5,198-7.3% | $5,850-17.6% |
| Admin fee / account holder | $1,955 | $17,109-88.6% | $13,954-86.0% | $11,596-83.1% |