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 | $139,052 | $159,901-13.0% | $146,958-5.4% | $145,922-4.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.18% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $19,416 | $5,286+267.3% | $4,933+293.6% | $4,660+316.7% |
| Participant deferral / active EE | $27,750 | $8,428+229.2% | $8,070+243.9% | $6,688+314.9% |
| Admin fee / account holder | $14,263 | $15,044-5.2% | $12,998+9.7% | $13,397+6.5% |