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 | $227,918 | $214,378+6.3% | $200,582+13.6% | $142,382+60.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.08% | 46.41%-27.3pp | 42.33%-23.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $6,399 | $6,841-6.5% | $6,419-0.3% | $4,299+48.9% |
| Participant deferral / active EE | $9,840 | $9,865-0.2% | $9,331+5.5% | $6,507+51.2% |
| Admin fee / account holder | $32,799 | $17,692+85.4% | $16,305+101.2% | $12,624+159.8% |