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 | $98,649 | $106,584-7.4% | $101,326-2.6% | $142,382-30.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.53% | 36.93%-18.4pp | 36.82%-18.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $7,855 | $3,956+98.6% | $3,665+114.3% | $4,299+82.7% |
| Participant deferral / active EE | $18,590 | $8,297+124.1% | $7,994+132.5% | $6,507+185.7% |
| Admin fee / account holder | $15,660 | $11,446+36.8% | $11,185+40.0% | $12,624+24.1% |