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 4-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 | $124,317 | $159,602-22.1% | $150,045-17.1% | $142,382-12.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 54.25% | 70.24%-16.0pp | 62.55%-8.3pp | 217.08%-162.8pp |
| Employer contribution / active EE | $25,590 | $4,961+415.9% | $4,693+445.3% | $4,299+495.2% |
| Participant deferral / active EE | $16,755 | $8,310+101.6% | $7,997+109.5% | $6,507+157.5% |
| Admin fee / account holder | $1,196 | $14,846-91.9% | $13,435-91.1% | $12,624-90.5% |