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 | $111,997 | $202,318-44.6% | $172,739-35.2% | $152,861-26.7% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 13.27% | 1029.65%-1016.4pp | 802.84%-789.6pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,561 | $5,856-73.3% | $5,143-69.7% | $4,762-67.2% |
| Participant deferral / active EE | $6,307 | $5,948+6.0% | $5,198+21.3% | $5,850+7.8% |
| Admin fee / account holder | $11,349 | $17,109-33.7% | $13,954-18.7% | $11,596-2.1% |