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 | $156,040 | $114,381+36.4% | $107,525+45.1% | $142,382+9.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.68% | 242.71%-231.0pp | 181.32%-169.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $10,647 | $4,015+165.2% | $3,754+183.6% | $4,299+147.7% |
| Participant deferral / active EE | $7,814 | $5,564+40.4% | $5,116+52.7% | $6,507+20.1% |
| Admin fee / account holder | $3,255 | $9,860-67.0% | $8,919-63.5% | $12,624-74.2% |