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 9-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 | $103,044 | $106,515-3.3% | $96,683+6.6% | $139,434-26.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.38% | 38.43%-18.0pp | 35.69%-15.3pp | 372.94%-352.6pp |
| Employer contribution / active EE | $21,168 | $4,103+415.9% | $3,737+466.5% | $4,751+345.6% |
| Participant deferral / active EE | $16,300 | $5,454+198.9% | $4,878+234.1% | $6,710+142.9% |
| Admin fee / account holder | $626 | $7,877-92.1% | $6,730-90.7% | $11,403-94.5% |