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 | $82,359 | $202,318-59.3% | $172,739-52.3% | $152,861-46.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.65% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,170 | $5,856-62.9% | $5,143-57.8% | $4,762-54.4% |
| Participant deferral / active EE | $4,519 | $5,948-24.0% | $5,198-13.1% | $5,850-22.8% |
| Admin fee / account holder | $517 | $17,109-97.0% | $13,954-96.3% | $11,596-95.5% |