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 | $85,029 | $202,318-58.0% | $172,739-50.8% | $152,861-44.4% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 25.58% | 1029.65%-1004.1pp | 802.84%-777.3pp | 345.32%-319.7pp |
| Employer contribution / active EE | $7,621 | $5,856+30.1% | $5,143+48.2% | $4,762+60.0% |
| Participant deferral / active EE | $5,704 | $5,948-4.1% | $5,198+9.7% | $5,850-2.5% |
| Admin fee / account holder | $3,785 | $17,109-77.9% | $13,954-72.9% | $11,596-67.4% |