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 | $94,185 | $202,318-53.4% | $172,739-45.5% | $152,861-38.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.40% | 1029.65%-1008.3pp | 802.84%-781.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $13,144 | $5,856+124.4% | $5,143+155.6% | $4,762+176.0% |
| Participant deferral / active EE | $7,000 | $5,948+17.7% | $5,198+34.7% | $5,850+19.7% |
| Admin fee / account holder | $6,207 | $17,109-63.7% | $13,954-55.5% | $11,596-46.5% |