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 | $114,046 | $202,318-43.6% | $172,739-34.0% | $152,861-25.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.91% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,686 | $5,856-54.1% | $5,143-47.8% | $4,762-43.6% |
| Participant deferral / active EE | $4,123 | $5,948-30.7% | $5,198-20.7% | $5,850-29.5% |
| Admin fee / account holder | $5,781 | $17,109-66.2% | $13,954-58.6% | $11,596-50.1% |