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 | $155,833 | $209,411-25.6% | $178,490-12.7% | $158,922-1.9% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 17.71% | 188.75%-171.0pp | 151.07%-133.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $4,555 | $5,706-20.2% | $5,011-9.1% | $4,761-4.3% |
| Participant deferral / active EE | $8,702 | $5,954+46.2% | $5,202+67.3% | $5,982+45.5% |
| Admin fee / account holder | $337 | $17,074-98.0% | $13,984-97.6% | $11,246-97.0% |