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 | $110,075 | $106,584+3.3% | $101,326+8.6% | $142,382-22.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 24.27% | 36.93%-12.7pp | 36.82%-12.5pp | 217.08%-192.8pp |
| Employer contribution / active EE | $5,896 | $3,956+49.1% | $3,665+60.9% | $4,299+37.2% |
| Participant deferral / active EE | $15,692 | $8,297+89.1% | $7,994+96.3% | $6,507+141.1% |
| Admin fee / account holder | $510 | $11,446-95.5% | $11,185-95.4% | $12,624-96.0% |