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 | $109,429 | $202,318-45.9% | $172,739-36.7% | $152,861-28.4% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 23.62% | 1029.65%-1006.0pp | 802.84%-779.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $6,049 | $5,856+3.3% | $5,143+17.6% | $4,762+27.0% |
| Participant deferral / active EE | $2,377 | $5,948-60.0% | $5,198-54.3% | $5,850-59.4% |
| Admin fee / account holder | $1,018 | $17,109-94.0% | $13,954-92.7% | $11,596-91.2% |