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 6-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 | $147,275 | $209,411-29.7% | $178,490-17.5% | $158,922-7.3% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 12.20% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $6,424 | $5,706+12.6% | $5,011+28.2% | $4,761+34.9% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,445 | $17,074-91.5% | $13,984-89.7% | $11,246-87.1% |