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 | $138,402 | $202,318-31.6% | $172,739-19.9% | $152,861-9.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 17.77% | 1029.65%-1011.9pp | 802.84%-785.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $9,557 | $5,856+63.2% | $5,143+85.8% | $4,762+100.7% |
| Participant deferral / active EE | $6,946 | $5,948+16.8% | $5,198+33.6% | $5,850+18.7% |
| Admin fee / account holder | $1,582 | $17,109-90.8% | $13,954-88.7% | $11,596-86.4% |