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 | $142,554 | $202,318-29.5% | $172,739-17.5% | $152,861-6.7% |
| Participation rate | 78.3% | 87.1%-8.8pp | 82.6%-4.4pp | 82.4%-4.2pp |
| Annual return | 20.35% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,488 | $5,856-57.5% | $5,143-51.6% | $4,762-47.7% |
| Participant deferral / active EE | $5,149 | $5,948-13.4% | $5,198-0.9% | $5,850-12.0% |
| Admin fee / account holder | $1,011 | $17,109-94.1% | $13,954-92.8% | $11,596-91.3% |