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 9-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 | $139,386 | $133,922+4.1% | $116,228+19.9% | $142,382-2.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.06% | 147.76%-134.7pp | 90.06%-77.0pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,854 | $3,446-17.2% | $2,994-4.7% | $4,299-33.6% |
| Participant deferral / active EE | $6,727 | $5,672+18.6% | $4,953+35.8% | $6,507+3.4% |
| Admin fee / account holder | $1,156 | $14,945-92.3% | $11,989-90.4% | $12,624-90.8% |