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 | $122,517 | $202,318-39.4% | $172,739-29.1% | $152,861-19.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.61% | 1029.65%-1011.0pp | 802.84%-784.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $23,446 | $5,856+300.4% | $5,143+355.9% | $4,762+392.3% |
| Participant deferral / active EE | $6,385 | $5,948+7.3% | $5,198+22.8% | $5,850+9.1% |
| Admin fee / account holder | $708 | $17,109-95.9% | $13,954-94.9% | $11,596-93.9% |