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 7-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 | $98,402 | $202,318-51.4% | $172,739-43.0% | $152,861-35.6% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.4%+11.3pp |
| Annual return | 20.66% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,298 | $5,856-60.8% | $5,143-55.3% | $4,762-51.7% |
| Participant deferral / active EE | $5,671 | $5,948-4.7% | $5,198+9.1% | $5,850-3.1% |
| Admin fee / account holder | $8,627 | $17,109-49.6% | $13,954-38.2% | $11,596-25.6% |