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 | $136,396 | $159,602-14.5% | $150,045-9.1% | $142,382-4.2% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 14.99% | 70.24%-55.2pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,760 | $4,961-24.2% | $4,693-19.9% | $4,299-12.5% |
| Participant deferral / active EE | $10,421 | $8,310+25.4% | $7,997+30.3% | $6,507+60.1% |
| Admin fee / account holder | $1,197 | $14,846-91.9% | $13,435-91.1% | $12,624-90.5% |