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 4-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 | $133,604 | $125,758+6.2% | $169,993-21.4% | $75,163+77.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 29.50% | 27.20%+2.3pp | 53.37%-23.9pp | 160.62%-131.1pp |
| Employer contribution / active EE | $4,348 | $4,615-5.8% | $6,785-35.9% | $2,670+62.9% |
| Participant deferral / active EE | $19,018 | $6,837+178.1% | $10,408+82.7% | $4,125+361.0% |
| Admin fee / account holder | $6,254 | $8,173-23.5% | $12,815-51.2% | $5,651+10.7% |