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 | $60,886 | $202,318-69.9% | $172,739-64.8% | $152,861-60.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.31% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,079 | $5,856-64.5% | $5,143-59.6% | $4,762-56.3% |
| Participant deferral / active EE | $7,570 | $5,948+27.3% | $5,198+45.6% | $5,850+29.4% |
| Admin fee / account holder | $9,511 | $17,109-44.4% | $13,954-31.8% | $11,596-18.0% |