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 10-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 | $189,243 | $214,378-11.7% | $200,582-5.7% | $142,382+32.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.27% | 46.41%-30.1pp | 42.33%-26.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,807 | $6,841-59.0% | $6,419-56.3% | $4,299-34.7% |
| Participant deferral / active EE | $10,230 | $9,865+3.7% | $9,331+9.6% | $6,507+57.2% |
| Admin fee / account holder | $10,630 | $17,692-39.9% | $16,305-34.8% | $12,624-15.8% |