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 | $171,481 | $217,402-21.1% | $185,823-7.7% | $167,490+2.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.42% | 148.36%-136.9pp | 122.05%-110.6pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,070 | $5,873-64.7% | $5,167-59.9% | $4,837-57.2% |
| Participant deferral / active EE | $3,903 | $6,356-38.6% | $5,568-29.9% | $6,341-38.4% |
| Admin fee / account holder | $397 | $19,811-98.0% | $16,237-97.6% | $12,309-96.8% |