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 9-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 | $122,192 | $177,572-31.2% | $154,803-21.1% | $142,382-14.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.05% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,547 | $4,810-26.3% | $4,305-17.6% | $4,299-17.5% |
| Participant deferral / active EE | $14,702 | $6,272+134.4% | $5,540+165.3% | $6,507+125.9% |
| Admin fee / account holder | $387 | $16,786-97.7% | $14,329-97.3% | $12,624-96.9% |