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 | $139,830 | $202,318-30.9% | $172,739-19.1% | $152,861-8.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.68% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $5,876 | $5,856+0.3% | $5,143+14.3% | $4,762+23.4% |
| Participant deferral / active EE | $4,908 | $5,948-17.5% | $5,198-5.6% | $5,850-16.1% |
| Admin fee / account holder | $6,573 | $17,109-61.6% | $13,954-52.9% | $11,596-43.3% |