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 | $106,655 | $106,515+0.1% | $96,683+10.3% | $139,434-23.5% |
| Participation rate | 91.3% | 77.8%+13.5pp | 74.3%+17.0pp | 80.3%+11.0pp |
| Annual return | 16.34% | 38.43%-22.1pp | 35.69%-19.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $4,190 | $4,103+2.1% | $3,737+12.1% | $4,751-11.8% |
| Participant deferral / active EE | $9,796 | $5,454+79.6% | $4,878+100.8% | $6,710+46.0% |
| Admin fee / account holder | $13,815 | $7,877+75.4% | $6,730+105.3% | $11,403+21.2% |