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 | $151,605 | $202,318-25.1% | $172,739-12.2% | $152,861-0.8% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 19.07% | 1029.65%-1010.6pp | 802.84%-783.8pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,812 | $5,856-69.1% | $5,143-64.8% | $4,762-61.9% |
| Participant deferral / active EE | $2,684 | $5,948-54.9% | $5,198-48.4% | $5,850-54.1% |
| Admin fee / account holder | $2,211 | $17,109-87.1% | $13,954-84.2% | $11,596-80.9% |