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 7-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 | $93,052 | $159,901-41.8% | $146,958-36.7% | $145,922-36.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 121.16% | 98.13%+23.0pp | 418.34%-297.2pp | 561.29%-440.1pp |
| Employer contribution / active EE | $2,365 | $5,286-55.3% | $4,933-52.1% | $4,660-49.3% |
| Participant deferral / active EE | $5,396 | $8,428-36.0% | $8,070-33.1% | $6,688-19.3% |
| Admin fee / account holder | $2,182 | $15,044-85.5% | $12,998-83.2% | $13,397-83.7% |