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 | $212,969 | $202,318+5.3% | $172,739+23.3% | $152,861+39.3% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 19.76% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,711 | $5,856-70.8% | $5,143-66.7% | $4,762-64.1% |
| Participant deferral / active EE | $5,934 | $5,948-0.2% | $5,198+14.2% | $5,850+1.4% |
| Admin fee / account holder | $694 | $17,109-95.9% | $13,954-95.0% | $11,596-94.0% |