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 | $110,138 | $202,318-45.6% | $172,739-36.2% | $152,861-27.9% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 15.59% | 1029.65%-1014.1pp | 802.84%-787.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $2,467 | $5,856-57.9% | $5,143-52.0% | $4,762-48.2% |
| Participant deferral / active EE | $6,777 | $5,948+13.9% | $5,198+30.4% | $5,850+15.8% |
| Admin fee / account holder | $2,339 | $17,109-86.3% | $13,954-83.2% | $11,596-79.8% |