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 | $128,981 | $177,572-27.4% | $154,803-16.7% | $142,382-9.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.94% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,349 | $4,810-71.9% | $4,305-68.7% | $4,299-68.6% |
| Participant deferral / active EE | $3,295 | $6,272-47.5% | $5,540-40.5% | $6,507-49.4% |
| Admin fee / account holder | $2,668 | $16,786-84.1% | $14,329-81.4% | $12,624-78.9% |