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 | $75,796 | $202,318-62.5% | $172,739-56.1% | $152,861-50.4% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 20.55% | 1029.65%-1009.1pp | 802.84%-782.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $6,760 | $5,856+15.4% | $5,143+31.4% | $4,762+41.9% |
| Participant deferral / active EE | $5,016 | $5,948-15.7% | $5,198-3.5% | $5,850-14.3% |
| Admin fee / account holder | $2,633 | $17,109-84.6% | $13,954-81.1% | $11,596-77.3% |