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 | $206,352 | $214,378-3.7% | $200,582+2.9% | $142,382+44.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.29% | 46.41%-34.1pp | 42.33%-30.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,594 | $6,841-32.8% | $6,419-28.4% | $4,299+6.9% |
| Participant deferral / active EE | $8,251 | $9,865-16.4% | $9,331-11.6% | $6,507+26.8% |
| Admin fee / account holder | $12,868 | $17,692-27.3% | $16,305-21.1% | $12,624+1.9% |