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 | $122,960 | $110,257+11.5% | $96,544+27.4% | $139,434-11.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 37.38% | 26.32%+11.1pp | 25.84%+11.5pp | 372.94%-335.6pp |
| Employer contribution / active EE | $2,038 | $3,620-43.7% | $2,965-31.3% | $4,751-57.1% |
| Participant deferral / active EE | $3,305 | $5,548-40.4% | $4,851-31.9% | $6,710-50.7% |
| Admin fee / account holder | $3,753 | $11,591-67.6% | $8,252-54.5% | $11,403-67.1% |