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 | $156,997 | $177,572-11.6% | $154,803+1.4% | $142,382+10.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.87% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $17,844 | $4,810+270.9% | $4,305+314.5% | $4,299+315.1% |
| Participant deferral / active EE | $11,543 | $6,272+84.1% | $5,540+108.3% | $6,507+77.4% |
| Admin fee / account holder | $14,811 | $16,786-11.8% | $14,329+3.4% | $12,624+17.3% |