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 | $144,698 | $214,378-32.5% | $200,582-27.9% | $142,382+1.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.03% | 46.41%-28.4pp | 42.33%-24.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $5,306 | $6,841-22.4% | $6,419-17.3% | $4,299+23.4% |
| Participant deferral / active EE | $14,082 | $9,865+42.7% | $9,331+50.9% | $6,507+116.4% |
| Admin fee / account holder | $74,608 | $17,692+321.7% | $16,305+357.6% | $12,624+491.0% |