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 | $116,595 | $106,584+9.4% | $101,326+15.1% | $142,382-18.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.75% | 36.93%-15.2pp | 36.82%-15.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $4,410 | $3,956+11.5% | $3,665+20.3% | $4,299+2.6% |
| Participant deferral / active EE | $6,807 | $8,297-18.0% | $7,994-14.9% | $6,507+4.6% |
| Admin fee / account holder | $9,215 | $11,446-19.5% | $11,185-17.6% | $12,624-27.0% |