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 | $135,450 | $177,572-23.7% | $154,803-12.5% | $142,382-4.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.26% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $22,392 | $4,810+365.5% | $4,305+420.1% | $4,299+420.9% |
| Participant deferral / active EE | $15,722 | $6,272+150.7% | $5,540+183.8% | $6,507+141.6% |
| Admin fee / account holder | $402 | $16,786-97.6% | $14,329-97.2% | $12,624-96.8% |