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 6-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 | $127,542 | $209,411-39.1% | $178,490-28.5% | $158,922-19.7% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 14.66% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,863 | $5,706-67.4% | $5,011-62.8% | $4,761-60.9% |
| Participant deferral / active EE | $4,105 | $5,954-31.0% | $5,202-21.1% | $5,982-31.4% |
| Admin fee / account holder | $32,675 | $17,074+91.4% | $13,984+133.7% | $11,246+190.6% |