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 | $89,149 | $202,318-55.9% | $172,739-48.4% | $152,861-41.7% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 14.85% | 1029.65%-1014.8pp | 802.84%-788.0pp | 345.32%-330.5pp |
| Employer contribution / active EE | $9,521 | $5,856+62.6% | $5,143+85.1% | $4,762+99.9% |
| Participant deferral / active EE | $4,848 | $5,948-18.5% | $5,198-6.7% | $5,850-17.1% |
| Admin fee / account holder | $1,975 | $17,109-88.5% | $13,954-85.8% | $11,596-83.0% |