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 | $112,715 | $127,065-11.3% | $113,168-0.4% | $142,382-20.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.40% | 24.03%-2.6pp | 24.27%-2.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $17,089 | $3,442+396.5% | $2,975+474.4% | $4,299+297.5% |
| Participant deferral / active EE | $7,833 | $5,716+37.0% | $5,107+53.4% | $6,507+20.4% |
| Admin fee / account holder | $705 | $15,736-95.5% | $12,068-94.2% | $12,624-94.4% |