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 6-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 | $104,544 | $114,381-8.6% | $107,525-2.8% | $142,382-26.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.65% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $939 | $4,015-76.6% | $3,754-75.0% | $4,299-78.2% |
| Participant deferral / active EE | $22,037 | $5,564+296.0% | $5,116+330.8% | $6,507+238.7% |
| Admin fee / account holder | $604 | $9,860-93.9% | $8,919-93.2% | $12,624-95.2% |