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 5-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 | $116,108 | $133,922-13.3% | $116,228-0.1% | $142,382-18.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.92% | 147.76%-132.8pp | 90.06%-75.1pp | 217.08%-202.2pp |
| Employer contribution / active EE | $8,231 | $3,446+138.9% | $2,994+174.9% | $4,299+91.5% |
| Participant deferral / active EE | $11,647 | $5,672+105.3% | $4,953+135.1% | $6,507+79.0% |
| Admin fee / account holder | $1,000 | $14,945-93.3% | $11,989-91.7% | $12,624-92.1% |