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 6-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 | $140,171 | $210,648-33.5% | $177,989-21.2% | $145,922-3.9% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 17.76% | 385.86%-368.1pp | 294.48%-276.7pp | 561.29%-543.5pp |
| Employer contribution / active EE | $3,786 | $4,565-17.1% | $3,949-4.1% | $4,660-18.8% |
| Participant deferral / active EE | $14,841 | $6,958+113.3% | $6,276+136.5% | $6,688+121.9% |
| Admin fee / account holder | $10,438 | $12,013-13.1% | $10,363+0.7% | $13,397-22.1% |