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 7-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 | $111,733 | $202,318-44.8% | $172,739-35.3% | $152,861-26.9% |
| Participation rate | 76.5% | 87.1%-10.6pp | 82.6%-6.2pp | 82.4%-6.0pp |
| Annual return | 22.47% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,319 | $5,856-60.4% | $5,143-54.9% | $4,762-51.3% |
| Participant deferral / active EE | $7,871 | $5,948+32.3% | $5,198+51.4% | $5,850+34.5% |
| Admin fee / account holder | $2,850 | $17,109-83.3% | $13,954-79.6% | $11,596-75.4% |