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 | $62,296 | $202,318-69.2% | $172,739-63.9% | $152,861-59.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.57% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.7pp |
| Employer contribution / active EE | $8,915 | $5,856+52.2% | $5,143+73.3% | $4,762+87.2% |
| Participant deferral / active EE | $4,703 | $5,948-20.9% | $5,198-9.5% | $5,850-19.6% |
| Admin fee / account holder | $529 | $17,109-96.9% | $13,954-96.2% | $11,596-95.4% |