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 9-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 | $105,097 | $127,065-17.3% | $113,168-7.1% | $142,382-26.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.35% | 24.03%-5.7pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,432 | $3,442-29.3% | $2,975-18.3% | $4,299-43.4% |
| Participant deferral / active EE | $15,045 | $5,716+163.2% | $5,107+194.6% | $6,507+131.2% |
| Admin fee / account holder | $1,900 | $15,736-87.9% | $12,068-84.3% | $12,624-84.9% |