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 10-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 | $107,204 | $94,338+13.6% | $100,534+6.6% | $142,382-24.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 14.18% | 29.20%-15.0pp | 32.66%-18.5pp | 217.08%-202.9pp |
| Employer contribution / active EE | $6,089 | $4,237+43.7% | $4,346+40.1% | $4,299+41.6% |
| Participant deferral / active EE | $5,797 | $5,934-2.3% | $6,144-5.6% | $6,507-10.9% |
| Admin fee / account holder | $844 | $8,421-90.0% | $7,654-89.0% | $12,624-93.3% |