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 4-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 | $115,170 | $106,584+8.1% | $101,326+13.7% | $142,382-19.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.82% | 36.93%-23.1pp | 36.82%-23.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,865 | $3,956-2.3% | $3,665+5.4% | $4,299-10.1% |
| Participant deferral / active EE | $6,823 | $8,297-17.8% | $7,994-14.6% | $6,507+4.9% |
| Admin fee / account holder | $7,593 | $11,446-33.7% | $11,185-32.1% | $12,624-39.8% |