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 8-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 | $112,365 | $106,584+5.4% | $101,326+10.9% | $142,382-21.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.66% | 36.93%-17.3pp | 36.82%-17.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,862 | $3,956-27.7% | $3,665-21.9% | $4,299-33.4% |
| Participant deferral / active EE | $6,373 | $8,297-23.2% | $7,994-20.3% | $6,507-2.1% |
| Admin fee / account holder | $3,138 | $11,446-72.6% | $11,185-71.9% | $12,624-75.1% |