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 9-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 | $138,285 | $104,974+31.7% | $95,585+44.7% | $142,382-2.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 16.71% | 210.33%-193.6pp | 38.56%-21.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,518 | $2,779+26.6% | $2,527+39.3% | $4,299-18.2% |
| Participant deferral / active EE | $8,814 | $4,352+102.5% | $4,023+119.1% | $6,507+35.4% |
| Admin fee / account holder | $94,068 | $6,386+1373.0% | $6,127+1435.2% | $12,624+645.2% |