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 | $105,214 | $202,318-48.0% | $172,739-39.1% | $152,861-31.2% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 22.32% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $7,355 | $5,856+25.6% | $5,143+43.0% | $4,762+54.4% |
| Participant deferral / active EE | $4,393 | $5,948-26.1% | $5,198-15.5% | $5,850-24.9% |
| Admin fee / account holder | $1,486 | $17,109-91.3% | $13,954-89.4% | $11,596-87.2% |