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 | $218,526 | $214,378+1.9% | $200,582+8.9% | $142,382+53.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.05% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $12,815 | $6,841+87.3% | $6,419+99.6% | $4,299+198.1% |
| Participant deferral / active EE | $8,425 | $9,865-14.6% | $9,331-9.7% | $6,507+29.5% |
| Admin fee / account holder | $2,996 | $17,692-83.1% | $16,305-81.6% | $12,624-76.3% |