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 | $104,222 | $202,318-48.5% | $172,739-39.7% | $152,861-31.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 21.13% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,476 | $5,856-74.8% | $5,143-71.3% | $4,762-69.0% |
| Participant deferral / active EE | $6,426 | $5,948+8.0% | $5,198+23.6% | $5,850+9.8% |
| Admin fee / account holder | $1,039 | $17,109-93.9% | $13,954-92.6% | $11,596-91.0% |