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 | $223,776 | $214,378+4.4% | $200,582+11.6% | $142,382+57.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.87% | 46.41%-34.5pp | 42.33%-30.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,608 | $6,841-47.3% | $6,419-43.8% | $4,299-16.1% |
| Participant deferral / active EE | $7,939 | $9,865-19.5% | $9,331-14.9% | $6,507+22.0% |
| Admin fee / account holder | $350 | $17,692-98.0% | $16,305-97.9% | $12,624-97.2% |