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 8-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 | $135,915 | $159,602-14.8% | $150,045-9.4% | $142,382-4.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.07% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,216 | $4,961-15.0% | $4,693-10.2% | $4,299-1.9% |
| Participant deferral / active EE | $9,138 | $8,310+10.0% | $7,997+14.3% | $6,507+40.4% |
| Admin fee / account holder | $4,123 | $14,846-72.2% | $13,435-69.3% | $12,624-67.3% |