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 | $155,041 | $179,726-13.7% | $156,263-0.8% | $142,382+8.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.46% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,929 | $5,069-22.5% | $4,333-9.3% | $4,299-8.6% |
| Participant deferral / active EE | $3,995 | $6,956-42.6% | $6,158-35.1% | $6,507-38.6% |
| Admin fee / account holder | $6,606 | $17,272-61.8% | $14,255-53.7% | $12,624-47.7% |