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 | $112,965 | $202,318-44.2% | $172,739-34.6% | $152,861-26.1% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 22.31% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $9,182 | $5,856+56.8% | $5,143+78.5% | $4,762+92.8% |
| Participant deferral / active EE | $6,981 | $5,948+17.4% | $5,198+34.3% | $5,850+19.3% |
| Admin fee / account holder | $1,330 | $17,109-92.2% | $13,954-90.5% | $11,596-88.5% |