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 | $96,827 | $106,584-9.2% | $101,326-4.4% | $142,382-32.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.24% | 36.93%-19.7pp | 36.82%-19.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $9,042 | $3,956+128.6% | $3,665+146.7% | $4,299+110.3% |
| Participant deferral / active EE | $20,908 | $8,297+152.0% | $7,994+161.5% | $6,507+221.3% |
| Admin fee / account holder | $5,478 | $11,446-52.1% | $11,185-51.0% | $12,624-56.6% |