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 3-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 | $111,015 | $117,841-5.8% | $102,423+8.4% | $145,922-23.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.86% | 31.65%-13.8pp | 29.32%-11.5pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,672 | $3,615-53.7% | $3,023-44.7% | $4,660-64.1% |
| Participant deferral / active EE | $4,106 | $5,731-28.3% | $5,053-18.7% | $6,688-38.6% |
| Admin fee / account holder | $877 | $13,326-93.4% | $9,451-90.7% | $13,397-93.5% |