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 4-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 | $110,291 | $106,584+3.5% | $101,326+8.8% | $142,382-22.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.68% | 36.93%-17.2pp | 36.82%-17.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $5,702 | $3,956+44.1% | $3,665+55.6% | $4,299+32.6% |
| Participant deferral / active EE | $13,813 | $8,297+66.5% | $7,994+72.8% | $6,507+112.3% |
| Admin fee / account holder | $1,073 | $11,446-90.6% | $11,185-90.4% | $12,624-91.5% |