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 | $91,281 | $183,963-50.4% | $162,163-43.7% | $152,861-40.3% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 23.28% | 150.76%-127.5pp | 115.59%-92.3pp | 345.32%-322.0pp |
| Employer contribution / active EE | $4,578 | $6,371-28.1% | $5,614-18.4% | $4,762-3.9% |
| Participant deferral / active EE | $9,216 | $8,034+14.7% | $7,298+26.3% | $5,850+57.5% |
| Admin fee / account holder | $856 | $13,121-93.5% | $10,843-92.1% | $11,596-92.6% |