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 | $123,420 | $202,318-39.0% | $172,739-28.6% | $152,861-19.3% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 19.18% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.1pp |
| Employer contribution / active EE | $7,264 | $5,856+24.0% | $5,143+41.2% | $4,762+52.5% |
| Participant deferral / active EE | $4,585 | $5,948-22.9% | $5,198-11.8% | $5,850-21.6% |
| Admin fee / account holder | $909 | $17,109-94.7% | $13,954-93.5% | $11,596-92.2% |