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 4-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 | $185,813 | $148,534+25.1% | $135,903+36.7% | $139,434+33.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 13.00% | 79.19%-66.2pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $4,358 | $5,243-16.9% | $4,856-10.3% | $4,751-8.3% |
| Participant deferral / active EE | $8,200 | $8,100+1.2% | $7,758+5.7% | $6,710+22.2% |
| Admin fee / account holder | $1,220 | $12,400-90.2% | $10,762-88.7% | $11,403-89.3% |