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 6-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 | $35,982 | $138,044-73.9% | $125,339-71.3% | $134,475-73.2% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | 42.16% | 750.33%-708.2pp | 572.05%-529.9pp | 417.96%-375.8pp |
| Employer contribution / active EE | $7,518 | $5,243+43.4% | $4,814+56.2% | $4,740+58.6% |
| Participant deferral / active EE | $4,885 | $7,799-37.4% | $7,446-34.4% | $6,400-23.7% |
| Admin fee / account holder | $19,001 | $11,571+64.2% | $10,010+89.8% | $11,426+66.3% |