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 | $116,564 | $202,318-42.4% | $172,739-32.5% | $152,861-23.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.27% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,110 | $5,856-46.9% | $5,143-39.5% | $4,762-34.7% |
| Participant deferral / active EE | $4,389 | $5,948-26.2% | $5,198-15.6% | $5,850-25.0% |
| Admin fee / account holder | $1,126 | $17,109-93.4% | $13,954-91.9% | $11,596-90.3% |