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 3-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 | $139,114 | $159,602-12.8% | $150,045-7.3% | $142,382-2.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.90% | 70.24%-46.3pp | 62.55%-38.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $15,764 | $4,961+217.8% | $4,693+235.9% | $4,299+266.7% |
| Participant deferral / active EE | $20,205 | $8,310+143.1% | $7,997+152.7% | $6,507+210.5% |
| Admin fee / account holder | $763 | $14,846-94.9% | $13,435-94.3% | $12,624-94.0% |