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 | $116,447 | $117,983-1.3% | $101,794+14.4% | $142,382-18.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.07% | 36.92%-23.8pp | 30.53%-17.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,691 | $2,773-3.0% | $2,289+17.6% | $4,299-37.4% |
| Participant deferral / active EE | $7,504 | $4,714+59.2% | $4,084+83.8% | $6,507+15.3% |
| Admin fee / account holder | $7,263 | $10,433-30.4% | $8,777-17.2% | $12,624-42.5% |