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 | $114,867 | $106,515+7.8% | $96,683+18.8% | $139,434-17.6% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,371 | $4,103-17.8% | $3,737-9.8% | $4,751-29.0% |
| Participant deferral / active EE | $9,564 | $5,454+75.4% | $4,878+96.1% | $6,710+42.5% |
| Admin fee / account holder | $7,760 | $7,877-1.5% | $6,730+15.3% | $11,403-31.9% |