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 | $184,429 | $214,378-14.0% | $200,582-8.1% | $142,382+29.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.38% | 46.41%-32.0pp | 42.33%-28.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,126 | $6,841-25.1% | $6,419-20.1% | $4,299+19.2% |
| Participant deferral / active EE | $14,058 | $9,865+42.5% | $9,331+50.7% | $6,507+116.0% |
| Admin fee / account holder | $794 | $17,692-95.5% | $16,305-95.1% | $12,624-93.7% |