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 | $158,682 | $202,318-21.6% | $172,739-8.1% | $152,861+3.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 19.67% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.6pp |
| Employer contribution / active EE | $7,186 | $5,856+22.7% | $5,143+39.7% | $4,762+50.9% |
| Participant deferral / active EE | $4,418 | $5,948-25.7% | $5,198-15.0% | $5,850-24.5% |
| Admin fee / account holder | $1,048 | $17,109-93.9% | $13,954-92.5% | $11,596-91.0% |