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 | $100,275 | $106,584-5.9% | $101,326-1.0% | $142,382-29.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.81% | 36.93%-14.1pp | 36.82%-14.0pp | 217.08%-194.3pp |
| Employer contribution / active EE | $4,219 | $3,956+6.6% | $3,665+15.1% | $4,299-1.9% |
| Participant deferral / active EE | $16,819 | $8,297+102.7% | $7,994+110.4% | $6,507+158.5% |
| Admin fee / account holder | $1,679 | $11,446-85.3% | $11,185-85.0% | $12,624-86.7% |