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 | $81,719 | $202,318-59.6% | $172,739-52.7% | $152,861-46.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 19.20% | 1029.65%-1010.4pp | 802.84%-783.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,050 | $5,856-65.0% | $5,143-60.1% | $4,762-57.0% |
| Participant deferral / active EE | $7,092 | $5,948+19.2% | $5,198+36.5% | $5,850+21.2% |
| Admin fee / account holder | $3,104 | $17,109-81.9% | $13,954-77.8% | $11,596-73.2% |