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 | $91,120 | $202,318-55.0% | $172,739-47.3% | $152,861-40.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.74% | 1029.65%-1012.9pp | 802.84%-786.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $6,000 | $5,856+2.5% | $5,143+16.7% | $4,762+26.0% |
| Participant deferral / active EE | $9,000 | $5,948+51.3% | $5,198+73.2% | $5,850+53.8% |
| Admin fee / account holder | $1,085 | $17,109-93.7% | $13,954-92.2% | $11,596-90.6% |