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 | $168,460 | $202,318-16.7% | $172,739-2.5% | $152,861+10.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 20.01% | 1029.65%-1009.6pp | 802.84%-782.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $4,236 | $5,856-27.7% | $5,143-17.6% | $4,762-11.0% |
| Participant deferral / active EE | $8,063 | $5,948+35.6% | $5,198+55.1% | $5,850+37.8% |
| Admin fee / account holder | $600 | $17,109-96.5% | $13,954-95.7% | $11,596-94.8% |