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 | $191,713 | $202,318-5.2% | $172,739+11.0% | $152,861+25.4% |
| Participation rate | 77.3% | 87.1%-9.8pp | 82.6%-5.4pp | 82.4%-5.2pp |
| Annual return | 14.37% | 1029.65%-1015.3pp | 802.84%-788.5pp | 345.32%-330.9pp |
| Employer contribution / active EE | $2,317 | $5,856-60.4% | $5,143-55.0% | $4,762-51.4% |
| Participant deferral / active EE | $4,433 | $5,948-25.5% | $5,198-14.7% | $5,850-24.2% |
| Admin fee / account holder | $10,469 | $17,109-38.8% | $13,954-25.0% | $11,596-9.7% |