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 | $154,850 | $190,805-18.8% | $159,960-3.2% | $134,475+15.2% |
| Participation rate | 95.0% | 81.9%+13.1pp | 78.0%+17.0pp | 81.2%+13.8pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,778 | $4,995-24.4% | $4,226-10.6% | $4,740-20.3% |
| Participant deferral / active EE | $14,310 | $6,923+106.7% | $6,182+131.5% | $6,400+123.6% |
| Admin fee / account holder | $6,732 | $10,471-35.7% | $8,698-22.6% | $11,426-41.1% |