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 9-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 | $142,986 | $202,318-29.3% | $172,739-17.2% | $152,861-6.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.34% | 1029.65%-1015.3pp | 802.84%-788.5pp | 345.32%-331.0pp |
| Employer contribution / active EE | $7,224 | $5,856+23.4% | $5,143+40.5% | $4,762+51.7% |
| Participant deferral / active EE | $8,612 | $5,948+44.8% | $5,198+65.7% | $5,850+47.2% |
| Admin fee / account holder | $829 | $17,109-95.2% | $13,954-94.1% | $11,596-92.9% |