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 8-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 | $116,258 | $127,065-8.5% | $113,168+2.7% | $142,382-18.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.45% | 24.03%-12.6pp | 24.27%-12.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,289 | $3,442-62.6% | $2,975-56.7% | $4,299-70.0% |
| Participant deferral / active EE | $13,333 | $5,716+133.3% | $5,107+161.1% | $6,507+104.9% |
| Admin fee / account holder | $1,244 | $15,736-92.1% | $12,068-89.7% | $12,624-90.1% |