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 | $238,316 | $214,378+11.2% | $200,582+18.8% | $142,382+67.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.61% | 46.41%-26.8pp | 42.33%-22.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $7,959 | $6,841+16.3% | $6,419+24.0% | $4,299+85.1% |
| Participant deferral / active EE | $10,820 | $9,865+9.7% | $9,331+16.0% | $6,507+66.3% |
| Admin fee / account holder | $6,288 | $17,692-64.5% | $16,305-61.4% | $12,624-50.2% |