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 | $40,462 | $202,318-80.0% | $172,739-76.6% | $152,861-73.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.50% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,176 | $5,856-62.8% | $5,143-57.7% | $4,762-54.3% |
| Participant deferral / active EE | $2,498 | $5,948-58.0% | $5,198-51.9% | $5,850-57.3% |
| Admin fee / account holder | $2,462 | $17,109-85.6% | $13,954-82.4% | $11,596-78.8% |