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 | $101,889 | $106,515-4.3% | $96,683+5.4% | $139,434-26.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.71% | 38.43%-19.7pp | 35.69%-17.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $3,370 | $4,103-17.9% | $3,737-9.8% | $4,751-29.1% |
| Participant deferral / active EE | $8,803 | $5,454+61.4% | $4,878+80.5% | $6,710+31.2% |
| Admin fee / account holder | $3,652 | $7,877-53.6% | $6,730-45.7% | $11,403-68.0% |