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 9-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 | $190,532 | $214,378-11.1% | $200,582-5.0% | $142,382+33.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.49% | 46.41%-31.9pp | 42.33%-27.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $11,971 | $6,841+75.0% | $6,419+86.5% | $4,299+178.5% |
| Participant deferral / active EE | $15,033 | $9,865+52.4% | $9,331+61.1% | $6,507+131.0% |
| Admin fee / account holder | $5,844 | $17,692-67.0% | $16,305-64.2% | $12,624-53.7% |