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 | $74,778 | $202,318-63.0% | $172,739-56.7% | $152,861-51.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.09% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.2pp |
| Employer contribution / active EE | $5,048 | $5,856-13.8% | $5,143-1.8% | $4,762+6.0% |
| Participant deferral / active EE | $4,865 | $5,948-18.2% | $5,198-6.4% | $5,850-16.8% |
| Admin fee / account holder | $534 | $17,109-96.9% | $13,954-96.2% | $11,596-95.4% |