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 | $144,569 | $165,984-12.9% | $164,813-12.3% | $145,922-0.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.64% | 100.03%-83.4pp | 69.93%-53.3pp | 561.29%-544.6pp |
| Employer contribution / active EE | $4,348 | $5,273-17.5% | $4,341+0.2% | $4,660-6.7% |
| Participant deferral / active EE | $10,589 | $6,959+52.2% | $6,031+75.6% | $6,688+58.3% |
| Admin fee / account holder | $398 | $16,648-97.6% | $12,690-96.9% | $13,397-97.0% |