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 | $103,984 | $202,318-48.6% | $172,739-39.8% | $152,861-32.0% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 21.12% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $4,549 | $5,856-22.3% | $5,143-11.5% | $4,762-4.5% |
| Participant deferral / active EE | $5,978 | $5,948+0.5% | $5,198+15.0% | $5,850+2.2% |
| Admin fee / account holder | $47,347 | $17,109+176.7% | $13,954+239.3% | $11,596+308.3% |