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 | $121,224 | $148,534-18.4% | $135,903-10.8% | $139,434-13.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 39.95% | 79.19%-39.2pp | 68.23%-28.3pp | 372.94%-333.0pp |
| Employer contribution / active EE | $1,663 | $5,243-68.3% | $4,856-65.8% | $4,751-65.0% |
| Participant deferral / active EE | $4,734 | $8,100-41.6% | $7,758-39.0% | $6,710-29.5% |
| Admin fee / account holder | $4,543 | $12,400-63.4% | $10,762-57.8% | $11,403-60.2% |