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 | $118,410 | $202,318-41.5% | $172,739-31.5% | $152,861-22.5% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 17.19% | 1029.65%-1012.5pp | 802.84%-785.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $2,997 | $5,856-48.8% | $5,143-41.7% | $4,762-37.1% |
| Participant deferral / active EE | $4,518 | $5,948-24.0% | $5,198-13.1% | $5,850-22.8% |
| Admin fee / account holder | $29,685 | $17,109+73.5% | $13,954+112.7% | $11,596+156.0% |