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 | $147,536 | $209,411-29.5% | $178,490-17.3% | $158,922-7.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.68% | 188.75%-172.1pp | 151.07%-134.4pp | 302.83%-286.1pp |
| Employer contribution / active EE | $6,773 | $5,706+18.7% | $5,011+35.2% | $4,761+42.3% |
| Participant deferral / active EE | $4,852 | $5,954-18.5% | $5,202-6.7% | $5,982-18.9% |
| Admin fee / account holder | $2,588 | $17,074-84.8% | $13,984-81.5% | $11,246-77.0% |