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 | $138,339 | $202,318-31.6% | $172,739-19.9% | $152,861-9.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.77% | 1029.65%-1008.9pp | 802.84%-782.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $16,895 | $5,856+188.5% | $5,143+228.5% | $4,762+254.8% |
| Participant deferral / active EE | $11,633 | $5,948+95.6% | $5,198+123.8% | $5,850+98.9% |
| Admin fee / account holder | $3,966 | $17,109-76.8% | $13,954-71.6% | $11,596-65.8% |