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 9-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 | $172,740 | $209,832-17.7% | $189,513-8.9% | $167,490+3.1% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 13.76% | 748.27%-734.5pp | 555.15%-541.4pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,927 | $6,914-57.7% | $6,162-52.5% | $4,837-39.5% |
| Participant deferral / active EE | $11,057 | $8,935+23.8% | $8,221+34.5% | $6,341+74.4% |
| Admin fee / account holder | $45,064 | $14,293+215.3% | $12,045+274.1% | $12,309+266.1% |