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 | $38,843 | $202,318-80.8% | $172,739-77.5% | $152,861-74.6% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 23.38% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-321.9pp |
| Employer contribution / active EE | $6,381 | $5,856+9.0% | $5,143+24.1% | $4,762+34.0% |
| Participant deferral / active EE | $4,454 | $5,948-25.1% | $5,198-14.3% | $5,850-23.9% |
| Admin fee / account holder | $527 | $17,109-96.9% | $13,954-96.2% | $11,596-95.5% |