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 3-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 | $105,136 | $106,584-1.4% | $101,326+3.8% | $142,382-26.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.11% | 36.93%-13.8pp | 36.82%-13.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $6,000 | $3,956+51.7% | $3,665+63.7% | $4,299+39.6% |
| Participant deferral / active EE | $31,375 | $8,297+278.1% | $7,994+292.5% | $6,507+382.2% |
| Admin fee / account holder | $2,264 | $11,446-80.2% | $11,185-79.8% | $12,624-82.1% |