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 | $103,993 | $106,584-2.4% | $101,326+2.6% | $142,382-27.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 20.56% | 36.93%-16.4pp | 36.82%-16.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,993 | $3,956-24.3% | $3,665-18.3% | $4,299-30.4% |
| Participant deferral / active EE | $13,797 | $8,297+66.3% | $7,994+72.6% | $6,507+112.0% |
| Admin fee / account holder | $466 | $11,446-95.9% | $11,185-95.8% | $12,624-96.3% |