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 | $152,846 | $157,256-2.8% | $141,162+8.3% | $152,8610% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 23.28% | 64.32%-41.0pp | 71.39%-48.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,694 | $5,261-29.8% | $4,735-22.0% | $4,762-22.4% |
| Participant deferral / active EE | $8,408 | $7,109+18.3% | $6,709+25.3% | $5,850+43.7% |
| Admin fee / account holder | $320 | $12,120-97.4% | $10,261-96.9% | $11,596-97.2% |