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 | $132,837 | $202,318-34.3% | $172,739-23.1% | $152,861-13.1% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.4%-0.1pp |
| Annual return | 22.50% | 1029.65%-1007.2pp | 802.84%-780.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,450 | $5,948-8.4% | $5,198+4.9% | $5,850-6.8% |
| Admin fee / account holder | $44,121 | $17,109+157.9% | $13,954+216.2% | $11,596+280.5% |