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 | $103,886 | $106,584-2.5% | $101,326+2.5% | $142,382-27.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.62% | 36.93%-21.3pp | 36.82%-21.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $7,625 | $3,956+92.8% | $3,665+108.0% | $4,299+77.4% |
| Participant deferral / active EE | $21,500 | $8,297+159.1% | $7,994+169.0% | $6,507+230.4% |
| Admin fee / account holder | $1,658 | $11,446-85.5% | $11,185-85.2% | $12,624-86.9% |