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 | $149,921 | $202,318-25.9% | $172,739-13.2% | $152,861-1.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 20.60% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,247 | $5,856-78.7% | $5,143-75.8% | $4,762-73.8% |
| Participant deferral / active EE | $5,816 | $5,948-2.2% | $5,198+11.9% | $5,850-0.6% |
| Admin fee / account holder | $1,953 | $17,109-88.6% | $13,954-86.0% | $11,596-83.2% |