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 | $136,309 | $148,534-8.2% | $135,903+0.3% | $139,434-2.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.29% | 79.19%-59.9pp | 68.23%-48.9pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,450 | $5,243-34.2% | $4,856-28.9% | $4,751-27.4% |
| Participant deferral / active EE | $9,578 | $8,100+18.2% | $7,758+23.5% | $6,710+42.7% |
| Admin fee / account holder | $1,306 | $12,400-89.5% | $10,762-87.9% | $11,403-88.5% |