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 | $135,959 | $159,602-14.8% | $150,045-9.4% | $142,382-4.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.18% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $13,405 | $4,961+170.2% | $4,693+185.6% | $4,299+211.8% |
| Participant deferral / active EE | $17,938 | $8,310+115.9% | $7,997+124.3% | $6,507+175.7% |
| Admin fee / account holder | $845 | $14,846-94.3% | $13,435-93.7% | $12,624-93.3% |