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 | $144,634 | $159,602-9.4% | $150,045-3.6% | $142,382+1.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.04% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,088 | $4,961-37.7% | $4,693-34.2% | $4,299-28.2% |
| Participant deferral / active EE | $6,325 | $8,310-23.9% | $7,997-20.9% | $6,507-2.8% |
| Admin fee / account holder | $709 | $14,846-95.2% | $13,435-94.7% | $12,624-94.4% |