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 | $171,807 | $202,318-15.1% | $172,739-0.5% | $152,861+12.4% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 15.16% | 1029.65%-1014.5pp | 802.84%-787.7pp | 345.32%-330.2pp |
| Employer contribution / active EE | $4,227 | $5,856-27.8% | $5,143-17.8% | $4,762-11.2% |
| Participant deferral / active EE | $8,992 | $5,948+51.2% | $5,198+73.0% | $5,850+53.7% |
| Admin fee / account holder | $28,115 | $17,109+64.3% | $13,954+101.5% | $11,596+142.4% |