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 6-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 | $144,597 | $177,572-18.6% | $154,803-6.6% | $142,382+1.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.16% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,659 | $4,810+17.6% | $4,305+31.4% | $4,299+31.6% |
| Participant deferral / active EE | $3,444 | $6,272-45.1% | $5,540-37.8% | $6,507-47.1% |
| Admin fee / account holder | $463 | $16,786-97.2% | $14,329-96.8% | $12,624-96.3% |