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 8-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 | $114,199 | $112,096+1.9% | $95,952+19.0% | $158,922-28.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.53% | 171.09%-158.6pp | 91.61%-79.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,913 | $3,198-8.9% | $2,541+14.6% | $4,761-38.8% |
| Participant deferral / active EE | $4,352 | $4,784-9.0% | $4,167+4.4% | $5,982-27.3% |
| Admin fee / account holder | $558 | $10,130-94.5% | $6,795-91.8% | $11,246-95.0% |