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 | $154,330 | $159,602-3.3% | $150,045+2.9% | $142,382+8.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.22% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $4,918 | $4,961-0.9% | $4,693+4.8% | $4,299+14.4% |
| Participant deferral / active EE | $12,169 | $8,310+46.4% | $7,997+52.2% | $6,507+87.0% |
| Admin fee / account holder | $14,641 | $14,846-1.4% | $13,435+9.0% | $12,624+16.0% |