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 | $85,335 | $198,466-57.0% | $170,442-49.9% | $147,584-42.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 37.04% | 257.29%-220.3pp | 205.93%-168.9pp | 578.55%-541.5pp |
| Employer contribution / active EE | $7,526 | $6,184+21.7% | $5,433+38.5% | $4,876+54.3% |
| Participant deferral / active EE | $2,997 | $5,629-46.8% | $4,939-39.3% | $5,439-44.9% |
| Admin fee / account holder | $575 | $16,852-96.6% | $13,880-95.9% | $10,885-94.7% |