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 | $124,931 | $202,318-38.2% | $172,739-27.7% | $152,861-18.3% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 14.39% | 1029.65%-1015.3pp | 802.84%-788.4pp | 345.32%-330.9pp |
| Employer contribution / active EE | $7,773 | $5,856+32.7% | $5,143+51.1% | $4,762+63.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $19,196 | $17,109+12.2% | $13,954+37.6% | $11,596+65.5% |