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 | $115,734 | $114,381+1.2% | $107,525+7.6% | $142,382-18.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.63% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $12,083 | $4,015+201.0% | $3,754+221.9% | $4,299+181.1% |
| Participant deferral / active EE | $5,789 | $5,564+4.0% | $5,116+13.2% | $6,507-11.0% |
| Admin fee / account holder | $1,467 | $9,860-85.1% | $8,919-83.6% | $12,624-88.4% |