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 | $230,552 | $214,378+7.5% | $200,582+14.9% | $142,382+61.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.35% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $16,234 | $6,841+137.3% | $6,419+152.9% | $4,299+277.6% |
| Participant deferral / active EE | $10,220 | $9,865+3.6% | $9,331+9.5% | $6,507+57.1% |
| Admin fee / account holder | $12,398 | $17,692-29.9% | $16,305-24.0% | $12,624-1.8% |