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 | $94,455 | $150,440-37.2% | $136,294-30.7% | $147,584-36.0% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 30.47% | 1049.08%-1018.6pp | 5155.94%-5125.5pp | 578.55%-548.1pp |
| Employer contribution / active EE | $7,450 | $5,256+41.7% | $4,695+58.7% | $4,876+52.8% |
| Participant deferral / active EE | $14,718 | $6,630+122.0% | $6,247+135.6% | $5,439+170.6% |
| Admin fee / account holder | $2,483 | $10,905-77.2% | $9,243-73.1% | $10,885-77.2% |