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 | $98,591 | $127,065-22.4% | $113,168-12.9% | $142,382-30.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.78% | 24.03%-3.2pp | 24.27%-3.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,386 | $3,442-59.7% | $2,975-53.4% | $4,299-67.8% |
| Participant deferral / active EE | $4,620 | $5,716-19.2% | $5,107-9.5% | $6,507-29.0% |
| Admin fee / account holder | $885 | $15,736-94.4% | $12,068-92.7% | $12,624-93.0% |