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 8-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 | $153,688 | $159,602-3.7% | $150,045+2.4% | $142,382+7.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.27% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,905 | $4,961-1.1% | $4,693+4.5% | $4,299+14.1% |
| Participant deferral / active EE | $21,683 | $8,310+160.9% | $7,997+171.1% | $6,507+233.2% |
| Admin fee / account holder | $4,631 | $14,846-68.8% | $13,435-65.5% | $12,624-63.3% |