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 | $119,612 | $202,318-40.9% | $172,739-30.8% | $152,861-21.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.98% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.3pp |
| Employer contribution / active EE | $13,069 | $5,856+123.2% | $5,143+154.1% | $4,762+174.4% |
| Participant deferral / active EE | $9,896 | $5,948+66.4% | $5,198+90.4% | $5,850+69.2% |
| Admin fee / account holder | $1,647 | $17,109-90.4% | $13,954-88.2% | $11,596-85.8% |