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 | $154,707 | $177,572-12.9% | $154,803-0.1% | $142,382+8.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.38% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $8,907 | $4,810+85.2% | $4,305+106.9% | $4,299+107.2% |
| Participant deferral / active EE | $24,120 | $6,272+284.6% | $5,540+335.3% | $6,507+270.7% |
| Admin fee / account holder | $3,569 | $16,786-78.7% | $14,329-75.1% | $12,624-71.7% |