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 | $188,033 | $202,318-7.1% | $172,739+8.9% | $152,861+23.0% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.4%+13.2pp |
| Annual return | 21.16% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,907 | $5,856-50.4% | $5,143-43.5% | $4,762-39.0% |
| Participant deferral / active EE | $7,379 | $5,948+24.1% | $5,198+42.0% | $5,850+26.1% |
| Admin fee / account holder | $52,929 | $17,109+209.4% | $13,954+279.3% | $11,596+356.4% |