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 | $135,194 | $159,602-15.3% | $150,045-9.9% | $142,382-5.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 48.17% | 70.24%-22.1pp | 62.55%-14.4pp | 217.08%-168.9pp |
| Employer contribution / active EE | $46,353 | $4,961+834.4% | $4,693+887.7% | $4,299+978.2% |
| Participant deferral / active EE | $28,268 | $8,310+240.2% | $7,997+253.5% | $6,507+334.4% |
| Admin fee / account holder | $1,281 | $14,846-91.4% | $13,435-90.5% | $12,624-89.9% |