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 | $175,449 | $202,318-13.3% | $172,739+1.6% | $152,861+14.8% |
| Participation rate | 77.3% | 87.1%-9.8pp | 82.6%-5.4pp | 82.4%-5.2pp |
| Annual return | 19.55% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,095 | $5,856-64.2% | $5,143-59.3% | $4,762-56.0% |
| Participant deferral / active EE | $4,569 | $5,948-23.2% | $5,198-12.1% | $5,850-21.9% |
| Admin fee / account holder | $1,598 | $17,109-90.7% | $13,954-88.6% | $11,596-86.2% |