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 10-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 | $147,487 | $209,411-29.6% | $178,490-17.4% | $158,922-7.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.47% | 188.75%-179.3pp | 151.07%-141.6pp | 302.83%-293.4pp |
| Employer contribution / active EE | $1,318 | $5,706-76.9% | $5,011-73.7% | $4,761-72.3% |
| Participant deferral / active EE | $4,256 | $5,954-28.5% | $5,202-18.2% | $5,982-28.9% |
| Admin fee / account holder | $2,910 | $17,074-83.0% | $13,984-79.2% | $11,246-74.1% |