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 | $184,346 | $165,335+11.5% | $149,696+23.1% | $158,922+16.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.47% | 348.15%-335.7pp | 276.60%-264.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $16,329 | $5,103+220.0% | $4,644+251.6% | $4,761+243.0% |
| Participant deferral / active EE | $10,950 | $7,181+52.5% | $6,842+60.0% | $5,982+83.0% |
| Admin fee / account holder | $5,055 | $10,807-53.2% | $9,309-45.7% | $11,246-55.1% |