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 | $133,624 | $183,519-27.2% | $155,509-14.1% | $145,922-8.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.04% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $15,555 | $5,313+192.8% | $4,672+232.9% | $4,660+233.8% |
| Participant deferral / active EE | $8,405 | $6,462+30.1% | $5,626+49.4% | $6,688+25.7% |
| Admin fee / account holder | $1,215 | $19,313-93.7% | $15,912-92.4% | $13,397-90.9% |