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 | $113,006 | $127,065-11.1% | $113,168-0.1% | $142,382-20.6% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 15.24% | 24.03%-8.8pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,744 | $3,442-49.3% | $2,975-41.4% | $4,299-59.4% |
| Participant deferral / active EE | $4,856 | $5,716-15.1% | $5,107-4.9% | $6,507-25.4% |
| Admin fee / account holder | $307 | $15,736-98.1% | $12,068-97.5% | $12,624-97.6% |