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 | $174,802 | $114,381+52.8% | $107,525+62.6% | $142,382+22.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.54% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $16,424 | $4,015+309.1% | $3,754+337.6% | $4,299+282.0% |
| Participant deferral / active EE | $5,943 | $5,564+6.8% | $5,116+16.2% | $6,507-8.7% |
| Admin fee / account holder | $32,579 | $9,860+230.4% | $8,919+265.3% | $12,624+158.1% |