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 | $197,275 | $165,335+19.3% | $149,696+31.8% | $158,922+24.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.52% | 348.15%-337.6pp | 276.60%-266.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $16,434 | $5,103+222.1% | $4,644+253.9% | $4,761+245.2% |
| Participant deferral / active EE | $4,182 | $7,181-41.8% | $6,842-38.9% | $5,982-30.1% |
| Admin fee / account holder | $2,885 | $10,807-73.3% | $9,309-69.0% | $11,246-74.3% |