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 5-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 | $124,590 | $177,572-29.8% | $154,803-19.5% | $142,382-12.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.73% | 65.07%-43.3pp | 58.88%-37.2pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,864 | $4,810-40.5% | $4,305-33.5% | $4,299-33.4% |
| Participant deferral / active EE | $18,121 | $6,272+188.9% | $5,540+227.1% | $6,507+178.5% |
| Admin fee / account holder | $2,378 | $16,786-85.8% | $14,329-83.4% | $12,624-81.2% |