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 | $167,563 | $217,402-22.9% | $185,823-9.8% | $167,4900% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 18.16% | 148.36%-130.2pp | 122.05%-103.9pp | 478.56%-460.4pp |
| Employer contribution / active EE | $2,450 | $5,873-58.3% | $5,167-52.6% | $4,837-49.4% |
| Participant deferral / active EE | $7,750 | $6,356+21.9% | $5,568+39.2% | $6,341+22.2% |
| Admin fee / account holder | $1,702 | $19,811-91.4% | $16,237-89.5% | $12,309-86.2% |