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 6-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 | $144,714 | $159,602-9.3% | $150,045-3.6% | $142,382+1.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.04% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,703 | $4,961-45.5% | $4,693-42.4% | $4,299-37.1% |
| Participant deferral / active EE | $24,348 | $8,310+193.0% | $7,997+204.5% | $6,507+274.2% |
| Admin fee / account holder | $18,191 | $14,846+22.5% | $13,435+35.4% | $12,624+44.1% |