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 | $103,735 | $114,381-9.3% | $107,525-3.5% | $142,382-27.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.32% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $18,604 | $4,015+363.4% | $3,754+395.6% | $4,299+332.7% |
| Participant deferral / active EE | $10,461 | $5,564+88.0% | $5,116+104.5% | $6,507+60.8% |
| Admin fee / account holder | $991 | $9,860-90.0% | $8,919-88.9% | $12,624-92.2% |