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 | $115,675 | $202,318-42.8% | $172,739-33.0% | $152,861-24.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 421.71% | 1029.65%-607.9pp | 802.84%-381.1pp | 345.32%+76.4pp |
| Employer contribution / active EE | $13,101 | $5,856+123.7% | $5,143+154.7% | $4,762+175.1% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.9% | $5,850+8.3% |
| Admin fee / account holder | $836 | $17,109-95.1% | $13,954-94.0% | $11,596-92.8% |