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 | $81,959 | $202,318-59.5% | $172,739-52.6% | $152,861-46.4% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 29.05% | 1029.65%-1000.6pp | 802.84%-773.8pp | 345.32%-316.3pp |
| Employer contribution / active EE | $2,710 | $5,856-53.7% | $5,143-47.3% | $4,762-43.1% |
| Participant deferral / active EE | $5,785 | $5,948-2.7% | $5,198+11.3% | $5,850-1.1% |
| Admin fee / account holder | $43,902 | $17,109+156.6% | $13,954+214.6% | $11,596+278.6% |