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 | $103,818 | $202,318-48.7% | $172,739-39.9% | $152,861-32.1% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 24.11% | 1029.65%-1005.5pp | 802.84%-778.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,600 | $5,856-55.6% | $5,143-49.5% | $4,762-45.4% |
| Participant deferral / active EE | $4,430 | $5,948-25.5% | $5,198-14.8% | $5,850-24.3% |
| Admin fee / account holder | $1,122 | $17,109-93.4% | $13,954-92.0% | $11,596-90.3% |