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 | $142,555 | $177,572-19.7% | $154,803-7.9% | $142,382+0.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.99% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,994 | $4,810-37.8% | $4,305-30.5% | $4,299-30.4% |
| Participant deferral / active EE | $4,500 | $6,272-28.2% | $5,540-18.8% | $6,507-30.8% |
| Admin fee / account holder | $1,373 | $16,786-91.8% | $14,329-90.4% | $12,624-89.1% |