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 | $136,046 | $202,318-32.8% | $172,739-21.2% | $152,861-11.0% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.4%+13.0pp |
| Annual return | 23.90% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $5,358 | $5,856-8.5% | $5,143+4.2% | $4,762+12.5% |
| Participant deferral / active EE | $5,723 | $5,948-3.8% | $5,198+10.1% | $5,850-2.2% |
| Admin fee / account holder | $1,941 | $17,109-88.7% | $13,954-86.1% | $11,596-83.3% |