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 | $94,489 | $202,318-53.3% | $172,739-45.3% | $152,861-38.2% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 25.50% | 1029.65%-1004.2pp | 802.84%-777.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,909 | $5,856-50.3% | $5,143-43.4% | $4,762-38.9% |
| Participant deferral / active EE | $6,013 | $5,948+1.1% | $5,198+15.7% | $5,850+2.8% |
| Admin fee / account holder | $3,700 | $17,109-78.4% | $13,954-73.5% | $11,596-68.1% |