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 | $189,731 | $201,272-5.7% | $184,203+3.0% | $145,922+30.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.25% | 29.00%-14.8pp | 28.81%-14.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $6,925 | $7,022-1.4% | $6,427+7.7% | $4,660+48.6% |
| Participant deferral / active EE | $13,329 | $9,806+35.9% | $9,131+46.0% | $6,688+99.3% |
| Admin fee / account holder | $450 | $16,364-97.2% | $13,901-96.8% | $13,397-96.6% |