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 6-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 | $111,841 | $111,754+0.1% | $103,333+8.2% | $145,922-23.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.03% | 24.77%-4.7pp | 24.88%-4.8pp | 561.29%-541.3pp |
| Employer contribution / active EE | $6,800 | $4,212+61.4% | $3,868+75.8% | $4,660+45.9% |
| Participant deferral / active EE | $6,800 | $5,619+21.0% | $5,057+34.5% | $6,688+1.7% |
| Admin fee / account holder | $764 | $9,750-92.2% | $8,355-90.9% | $13,397-94.3% |