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 | $130,931 | $202,318-35.3% | $172,739-24.2% | $152,861-14.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.37% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-321.9pp |
| Employer contribution / active EE | $4,042 | $5,856-31.0% | $5,143-21.4% | $4,762-15.1% |
| Participant deferral / active EE | $5,519 | $5,948-7.2% | $5,198+6.2% | $5,850-5.7% |
| Admin fee / account holder | $18,462 | $17,109+7.9% | $13,954+32.3% | $11,596+59.2% |