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 7-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 | $178,794 | $165,984+7.7% | $164,813+8.5% | $145,922+22.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.01% | 100.03%-88.0pp | 69.93%-57.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,815 | $5,273-46.6% | $4,341-35.1% | $4,660-39.6% |
| Participant deferral / active EE | $19,124 | $6,959+174.8% | $6,031+217.1% | $6,688+186.0% |
| Admin fee / account holder | $2,361 | $16,648-85.8% | $12,690-81.4% | $13,397-82.4% |