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 | $69,473 | $202,318-65.7% | $172,739-59.8% | $152,861-54.6% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 30.71% | 1029.65%-998.9pp | 802.84%-772.1pp | 345.32%-314.6pp |
| Employer contribution / active EE | $1,882 | $5,856-67.9% | $5,143-63.4% | $4,762-60.5% |
| Participant deferral / active EE | $7,589 | $5,948+27.6% | $5,198+46.0% | $5,850+29.7% |
| Admin fee / account holder | $4,078 | $17,109-76.2% | $13,954-70.8% | $11,596-64.8% |