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 8-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 | $135,629 | $202,318-33.0% | $172,739-21.5% | $152,861-11.3% |
| Participation rate | 78.9% | 87.1%-8.1pp | 82.6%-3.7pp | 82.4%-3.5pp |
| Annual return | 14.43% | 1029.65%-1015.2pp | 802.84%-788.4pp | 345.32%-330.9pp |
| Employer contribution / active EE | $2,221 | $5,856-62.1% | $5,143-56.8% | $4,762-53.4% |
| Participant deferral / active EE | $4,825 | $5,948-18.9% | $5,198-7.2% | $5,850-17.5% |
| Admin fee / account holder | $7,627 | $17,109-55.4% | $13,954-45.3% | $11,596-34.2% |