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 | $121,552 | $202,318-39.9% | $172,739-29.6% | $152,861-20.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 24.65% | 1029.65%-1005.0pp | 802.84%-778.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,855 | $5,856-68.3% | $5,143-63.9% | $4,762-61.1% |
| Participant deferral / active EE | $3,350 | $5,948-43.7% | $5,198-35.5% | $5,850-42.7% |
| Admin fee / account holder | $457 | $17,109-97.3% | $13,954-96.7% | $11,596-96.1% |