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 | $138,020 | $202,318-31.8% | $172,739-20.1% | $152,861-9.7% |
| Participation rate | 78.9% | 87.1%-8.1pp | 82.6%-3.7pp | 82.4%-3.5pp |
| Annual return | 25.02% | 1029.65%-1004.6pp | 802.84%-777.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,067 | $5,948-48.4% | $5,198-41.0% | $5,850-47.6% |
| Admin fee / account holder | $51,892 | $17,109+203.3% | $13,954+271.9% | $11,596+347.5% |