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 | $208,794 | $214,378-2.6% | $200,582+4.1% | $142,382+46.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.81% | 46.41%-26.6pp | 42.33%-22.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,177 | $6,841-68.2% | $6,419-66.1% | $4,299-49.4% |
| Participant deferral / active EE | $17,627 | $9,865+78.7% | $9,331+88.9% | $6,507+170.9% |
| Admin fee / account holder | $29,212 | $17,692+65.1% | $16,305+79.2% | $12,624+131.4% |