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 | $166,509 | $214,378-22.3% | $200,582-17.0% | $142,382+16.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.35% | 46.41%-33.1pp | 42.33%-29.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $8,505 | $6,841+24.3% | $6,419+32.5% | $4,299+97.8% |
| Participant deferral / active EE | $10,727 | $9,865+8.7% | $9,331+15.0% | $6,507+64.9% |
| Admin fee / account holder | $65,195 | $17,692+268.5% | $16,305+299.9% | $12,624+416.4% |