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 | $104,057 | $106,584-2.4% | $101,326+2.7% | $142,382-26.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.30% | 36.93%-18.6pp | 36.82%-18.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $15,336 | $3,956+287.7% | $3,665+318.4% | $4,299+256.7% |
| Participant deferral / active EE | $36,401 | $8,297+338.7% | $7,994+355.4% | $6,507+459.4% |
| Admin fee / account holder | $11,777 | $11,446+2.9% | $11,185+5.3% | $12,624-6.7% |