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 | $136,314 | $159,602-14.6% | $150,045-9.2% | $142,382-4.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.45% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $17,422 | $4,961+251.2% | $4,693+271.2% | $4,299+305.2% |
| Participant deferral / active EE | $12,267 | $8,310+47.6% | $7,997+53.4% | $6,507+88.5% |
| Admin fee / account holder | $882 | $14,846-94.1% | $13,435-93.4% | $12,624-93.0% |