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 | $111,633 | $140,588-20.6% | $123,104-9.3% | $125,391-11.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.95% | 16.80%-17.8pp | 13.22%-14.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,090 | $6,041-65.4% | $5,151-59.4% | $4,866-57.1% |
| Participant deferral / active EE | $17,250 | $6,980+147.1% | $6,230+176.9% | $5,352+222.3% |
| Admin fee / account holder | $414 | $11,198-96.3% | $9,015-95.4% | $9,540-95.7% |