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 5-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 | $128,675 | $179,726-28.4% | $156,263-17.7% | $142,382-9.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 173.08% | 77.86%+95.2pp | 59.47%+113.6pp | 217.08%-44.0pp |
| Employer contribution / active EE | $5,205 | $5,069+2.7% | $4,333+20.1% | $4,299+21.1% |
| Participant deferral / active EE | $8,876 | $6,956+27.6% | $6,158+44.1% | $6,507+36.4% |
| Admin fee / account holder | $963 | $17,272-94.4% | $14,255-93.2% | $12,624-92.4% |