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 | $102,015 | $217,402-53.1% | $185,823-45.1% | $167,490-39.1% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 34.36% | 148.36%-114.0pp | 122.05%-87.7pp | 478.56%-444.2pp |
| Employer contribution / active EE | $4,555 | $5,873-22.4% | $5,167-11.8% | $4,837-5.8% |
| Participant deferral / active EE | $3,283 | $6,356-48.3% | $5,568-41.0% | $6,341-48.2% |
| Admin fee / account holder | $42,380 | $19,811+113.9% | $16,237+161.0% | $12,309+244.3% |