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 | $124,446 | $202,318-38.5% | $172,739-28.0% | $152,861-18.6% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 23.20% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,806 | $5,856-69.2% | $5,143-64.9% | $4,762-62.1% |
| Participant deferral / active EE | $6,042 | $5,948+1.6% | $5,198+16.3% | $5,850+3.3% |
| Admin fee / account holder | $52,182 | $17,109+205.0% | $13,954+274.0% | $11,596+350.0% |