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 7-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 | $200,720 | $201,272-0.3% | $184,203+9.0% | $145,922+37.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.05% | 29.00%-11.0pp | 28.81%-10.8pp | 561.29%-543.2pp |
| Employer contribution / active EE | $12,943 | $7,022+84.3% | $6,427+101.4% | $4,660+177.8% |
| Participant deferral / active EE | $17,500 | $9,806+78.5% | $9,131+91.6% | $6,688+161.7% |
| Admin fee / account holder | $3,632 | $16,364-77.8% | $13,901-73.9% | $13,397-72.9% |