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 | $104,445 | $202,318-48.4% | $172,739-39.5% | $152,861-31.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.24% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $3,604 | $5,856-38.5% | $5,143-29.9% | $4,762-24.3% |
| Participant deferral / active EE | $2,493 | $5,948-58.1% | $5,198-52.0% | $5,850-57.4% |
| Admin fee / account holder | $723 | $17,109-95.8% | $13,954-94.8% | $11,596-93.8% |