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 | $157,640 | $179,726-12.3% | $156,263+0.9% | $142,382+10.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.20% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,488 | $5,069-11.5% | $4,333+3.6% | $4,299+4.4% |
| Participant deferral / active EE | $10,877 | $6,956+56.4% | $6,158+76.6% | $6,507+67.2% |
| Admin fee / account holder | $6,388 | $17,272-63.0% | $14,255-55.2% | $12,624-49.4% |