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 | $68,552 | $202,318-66.1% | $172,739-60.3% | $152,861-55.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.38% | 1029.65%-1012.3pp | 802.84%-785.5pp | 345.32%-327.9pp |
| Employer contribution / active EE | $7,856 | $5,856+34.2% | $5,143+52.8% | $4,762+65.0% |
| Participant deferral / active EE | $13,958 | $5,948+134.7% | $5,198+168.5% | $5,850+138.6% |
| Admin fee / account holder | $39,810 | $17,109+132.7% | $13,954+185.3% | $11,596+243.3% |