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 | $84,248 | $202,318-58.4% | $172,739-51.2% | $152,861-44.9% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 25.11% | 1029.65%-1004.5pp | 802.84%-777.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,582 | $5,856-55.9% | $5,143-49.8% | $4,762-45.8% |
| Participant deferral / active EE | $2,814 | $5,948-52.7% | $5,198-45.9% | $5,850-51.9% |
| Admin fee / account holder | $326 | $17,109-98.1% | $13,954-97.7% | $11,596-97.2% |