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 | $114,232 | $202,318-43.5% | $172,739-33.9% | $152,861-25.3% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 22.35% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,322 | $5,856-60.4% | $5,143-54.9% | $4,762-51.2% |
| Participant deferral / active EE | $4,763 | $5,948-19.9% | $5,198-8.4% | $5,850-18.6% |
| Admin fee / account holder | $17,161 | $17,109+0.3% | $13,954+23.0% | $11,596+48.0% |