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 8-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 | $115,155 | $167,307-31.2% | $143,757-19.9% | $134,475-14.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 4.61% | 0.46%+4.1pp | -0.04%+4.6pp | 417.96%-413.4pp |
| Employer contribution / active EE | $15,289 | $5,619+172.1% | $4,951+208.8% | $4,740+222.6% |
| Participant deferral / active EE | $12,048 | $6,446+86.9% | $5,637+113.7% | $6,400+88.3% |
| Admin fee / account holder | $620 | $18,088-96.6% | $14,673-95.8% | $11,426-94.6% |