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 | $157,382 | $209,832-25.0% | $189,513-17.0% | $167,490-6.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.08% | 748.27%-730.2pp | 555.15%-537.1pp | 478.56%-460.5pp |
| Employer contribution / active EE | $8,940 | $6,914+29.3% | $6,162+45.1% | $4,837+84.8% |
| Participant deferral / active EE | $21,667 | $8,935+142.5% | $8,221+163.5% | $6,341+241.7% |
| Admin fee / account holder | $1,845 | $14,293-87.1% | $12,045-84.7% | $12,309-85.0% |