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 | $99,605 | $202,318-50.8% | $172,739-42.3% | $152,861-34.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.55% | 1029.65%-1014.1pp | 802.84%-787.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $6,597 | $5,856+12.7% | $5,143+28.3% | $4,762+38.5% |
| Participant deferral / active EE | $6,077 | $5,948+2.2% | $5,198+16.9% | $5,850+3.9% |
| Admin fee / account holder | $1,080 | $17,109-93.7% | $13,954-92.3% | $11,596-90.7% |