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 | $164,913 | $214,378-23.1% | $200,582-17.8% | $142,382+15.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.30% | 46.41%-32.1pp | 42.33%-28.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,212 | $6,841-38.4% | $6,419-34.4% | $4,299-2.0% |
| Participant deferral / active EE | $22,624 | $9,865+129.3% | $9,331+142.5% | $6,507+247.7% |
| Admin fee / account holder | $17,064 | $17,692-3.6% | $16,305+4.7% | $12,624+35.2% |