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 | $144,745 | $177,572-18.5% | $154,803-6.5% | $142,382+1.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.75% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,145 | $4,810-34.6% | $4,305-26.9% | $4,299-26.8% |
| Participant deferral / active EE | $12,941 | $6,272+106.3% | $5,540+133.6% | $6,507+98.9% |
| Admin fee / account holder | $891 | $16,786-94.7% | $14,329-93.8% | $12,624-92.9% |