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 | $84,851 | $202,318-58.1% | $172,739-50.9% | $152,861-44.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 19.11% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $5,464 | $5,856-6.7% | $5,143+6.2% | $4,762+14.7% |
| Participant deferral / active EE | $3,502 | $5,948-41.1% | $5,198-32.6% | $5,850-40.1% |
| Admin fee / account holder | $829 | $17,109-95.2% | $13,954-94.1% | $11,596-92.9% |