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 | $153,664 | $149,734+2.6% | $118,925+29.2% | $158,922-3.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 27.98% | 19.95%+8.0pp | 35.88%-7.9pp | 302.83%-274.8pp |
| Employer contribution / active EE | $4,230 | $4,115+2.8% | $3,263+29.6% | $4,761-11.2% |
| Participant deferral / active EE | $8,685 | $5,223+66.3% | $4,265+103.6% | $5,982+45.2% |
| Admin fee / account holder | $486 | $8,603-94.3% | $6,581-92.6% | $11,246-95.7% |