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 | $198,536 | $214,378-7.4% | $200,582-1.0% | $142,382+39.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.21% | 46.41%-19.2pp | 42.33%-15.1pp | 217.08%-189.9pp |
| Employer contribution / active EE | $2,852 | $6,841-58.3% | $6,419-55.6% | $4,299-33.7% |
| Participant deferral / active EE | $18,490 | $9,865+87.4% | $9,331+98.2% | $6,507+184.1% |
| Admin fee / account holder | $697 | $17,692-96.1% | $16,305-95.7% | $12,624-94.5% |