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 | $200,376 | $214,378-6.5% | $200,582-0.1% | $142,382+40.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.10% | 46.41%-25.3pp | 42.33%-21.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $5,985 | $6,841-12.5% | $6,419-6.8% | $4,299+39.2% |
| Participant deferral / active EE | $9,568 | $9,865-3.0% | $9,331+2.5% | $6,507+47.0% |
| Admin fee / account holder | $3,461 | $17,692-80.4% | $16,305-78.8% | $12,624-72.6% |