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 3-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 | $150,744 | $177,572-15.1% | $154,803-2.6% | $142,382+5.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.03% | 65.07%-49.0pp | 58.88%-42.9pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,993 | $4,810+3.8% | $4,305+16.0% | $4,299+16.1% |
| Participant deferral / active EE | $21,200 | $6,272+238.0% | $5,540+282.6% | $6,507+225.8% |
| Admin fee / account holder | $467 | $16,786-97.2% | $14,329-96.7% | $12,624-96.3% |