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 | $120,176 | $202,318-40.6% | $172,739-30.4% | $152,861-21.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.06% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $9,515 | $5,856+62.5% | $5,143+85.0% | $4,762+99.8% |
| Participant deferral / active EE | $4,533 | $5,948-23.8% | $5,198-12.8% | $5,850-22.5% |
| Admin fee / account holder | $640 | $17,109-96.3% | $13,954-95.4% | $11,596-94.5% |