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 | $138,847 | $159,602-13.0% | $150,045-7.5% | $142,382-2.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.06% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,796 | $4,961-3.3% | $4,693+2.2% | $4,299+11.6% |
| Participant deferral / active EE | $12,246 | $8,310+47.4% | $7,997+53.1% | $6,507+88.2% |
| Admin fee / account holder | $7,211 | $14,846-51.4% | $13,435-46.3% | $12,624-42.9% |