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 | $62,204 | $202,318-69.3% | $172,739-64.0% | $152,861-59.3% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.4%+8.9pp |
| Annual return | 21.47% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,233 | $5,856-61.9% | $5,143-56.6% | $4,762-53.1% |
| Participant deferral / active EE | $6,470 | $5,948+8.8% | $5,198+24.5% | $5,850+10.6% |
| Admin fee / account holder | $8,388 | $17,109-51.0% | $13,954-39.9% | $11,596-27.7% |