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 7-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 | $213,739 | $214,378-0.3% | $200,582+6.6% | $142,382+50.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.03% | 46.41%-27.4pp | 42.33%-23.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $7,555 | $6,841+10.4% | $6,419+17.7% | $4,299+75.7% |
| Participant deferral / active EE | $13,781 | $9,865+39.7% | $9,331+47.7% | $6,507+111.8% |
| Admin fee / account holder | $422 | $17,692-97.6% | $16,305-97.4% | $12,624-96.7% |