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 6-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 | $104,421 | $106,584-2.0% | $101,326+3.1% | $142,382-26.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 45.36% | 36.93%+8.4pp | 36.82%+8.5pp | 217.08%-171.7pp |
| Employer contribution / active EE | $6,690 | $3,956+69.1% | $3,665+82.5% | $4,299+55.6% |
| Participant deferral / active EE | $11,227 | $8,297+35.3% | $7,994+40.4% | $6,507+72.5% |
| Admin fee / account holder | $1,262 | $11,446-89.0% | $11,185-88.7% | $12,624-90.0% |