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 | $127,707 | $202,318-36.9% | $172,739-26.1% | $152,861-16.5% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.4%+8.9pp |
| Annual return | 14.59% | 1029.65%-1015.1pp | 802.84%-788.2pp | 345.32%-330.7pp |
| Employer contribution / active EE | $8,039 | $5,856+37.3% | $5,143+56.3% | $4,762+68.8% |
| Participant deferral / active EE | $3,623 | $5,948-39.1% | $5,198-30.3% | $5,850-38.1% |
| Admin fee / account holder | $53,027 | $17,109+209.9% | $13,954+280.0% | $11,596+357.3% |