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 8-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 | $198,033 | $214,378-7.6% | $200,582-1.3% | $142,382+39.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.34% | 46.41%-25.1pp | 42.33%-21.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $10,227 | $6,841+49.5% | $6,419+59.3% | $4,299+137.9% |
| Participant deferral / active EE | $10,299 | $9,865+4.4% | $9,331+10.4% | $6,507+58.3% |
| Admin fee / account holder | $7,969 | $17,692-55.0% | $16,305-51.1% | $12,624-36.9% |