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 | $88,922 | $202,318-56.0% | $172,739-48.5% | $152,861-41.8% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 17.66% | 1029.65%-1012.0pp | 802.84%-785.2pp | 345.32%-327.7pp |
| Employer contribution / active EE | $8,368 | $5,856+42.9% | $5,143+62.7% | $4,762+75.7% |
| Participant deferral / active EE | $5,181 | $5,948-12.9% | $5,198-0.3% | $5,850-11.4% |
| Admin fee / account holder | $842 | $17,109-95.1% | $13,954-94.0% | $11,596-92.7% |