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 | $144,912 | $214,378-32.4% | $200,582-27.8% | $142,382+1.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.72% | 46.41%-28.7pp | 42.33%-24.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $18,091 | $6,841+164.4% | $6,419+181.8% | $4,299+320.8% |
| Participant deferral / active EE | $22,266 | $9,865+125.7% | $9,331+138.6% | $6,507+242.2% |
| Admin fee / account holder | $1,418 | $17,692-92.0% | $16,305-91.3% | $12,624-88.8% |