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 | $57,540 | $202,318-71.6% | $172,739-66.7% | $152,861-62.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.25% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $7,655 | $5,856+30.7% | $5,143+48.8% | $4,762+60.7% |
| Participant deferral / active EE | $6,153 | $5,948+3.4% | $5,198+18.4% | $5,850+5.2% |
| Admin fee / account holder | $461 | $17,109-97.3% | $13,954-96.7% | $11,596-96.0% |