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 | $89,813 | $202,318-55.6% | $172,739-48.0% | $152,861-41.2% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 22.64% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,365 | $5,856-59.6% | $5,143-54.0% | $4,762-50.3% |
| Participant deferral / active EE | $3,041 | $5,948-48.9% | $5,198-41.5% | $5,850-48.0% |
| Admin fee / account holder | $2,003 | $17,109-88.3% | $13,954-85.6% | $11,596-82.7% |