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 | $115,214 | $202,318-43.1% | $172,739-33.3% | $152,861-24.6% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 21.37% | 1029.65%-1008.3pp | 802.84%-781.5pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,981 | $5,856-66.2% | $5,143-61.5% | $4,762-58.4% |
| Participant deferral / active EE | $3,703 | $5,948-37.7% | $5,198-28.7% | $5,850-36.7% |
| Admin fee / account holder | $1,185 | $17,109-93.1% | $13,954-91.5% | $11,596-89.8% |