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 | $54,770 | $202,318-72.9% | $172,739-68.3% | $152,861-64.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.22% | 1029.65%-1016.4pp | 802.84%-789.6pp | 345.32%-332.1pp |
| Employer contribution / active EE | $5,930 | $5,856+1.3% | $5,143+15.3% | $4,762+24.5% |
| Participant deferral / active EE | $6,427 | $5,948+8.1% | $5,198+23.7% | $5,850+9.9% |
| Admin fee / account holder | $1,195 | $17,109-93.0% | $13,954-91.4% | $11,596-89.7% |