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 | $120,020 | $202,318-40.7% | $172,739-30.5% | $152,861-21.5% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 22.11% | 1029.65%-1007.5pp | 802.84%-780.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,640 | $5,856-72.0% | $5,143-68.1% | $4,762-65.6% |
| Participant deferral / active EE | $6,698 | $5,948+12.6% | $5,198+28.9% | $5,850+14.5% |
| Admin fee / account holder | $922 | $17,109-94.6% | $13,954-93.4% | $11,596-92.1% |