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 | $130,785 | $202,318-35.4% | $172,739-24.3% | $152,861-14.4% |
| Participation rate | 72.2% | 87.1%-14.8pp | 82.6%-10.4pp | 82.4%-10.2pp |
| Annual return | 20.78% | 1029.65%-1008.9pp | 802.84%-782.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,637 | $5,856-55.0% | $5,143-48.7% | $4,762-44.6% |
| Participant deferral / active EE | $4,572 | $5,948-23.1% | $5,198-12.0% | $5,850-21.9% |
| Admin fee / account holder | $1,881 | $17,109-89.0% | $13,954-86.5% | $11,596-83.8% |