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 5-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 | $221,135 | $214,378+3.2% | $200,582+10.2% | $142,382+55.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.81% | 46.41%-25.6pp | 42.33%-21.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $12,630 | $6,841+84.6% | $6,419+96.8% | $4,299+193.8% |
| Participant deferral / active EE | $23,936 | $9,865+142.6% | $9,331+156.5% | $6,507+267.8% |
| Admin fee / account holder | $17,355 | $17,692-1.9% | $16,305+6.4% | $12,624+37.5% |