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 | $209,580 | $202,432+3.5% | $169,368+23.7% | $139,434+50.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.78% | 531.74%-514.0pp | 405.60%-387.8pp | 372.94%-355.2pp |
| Employer contribution / active EE | $16,068 | $4,692+242.4% | $4,013+300.4% | $4,751+238.2% |
| Participant deferral / active EE | $9,462 | $6,938+36.4% | $6,221+52.1% | $6,710+41.0% |
| Admin fee / account holder | $25,969 | $10,708+142.5% | $9,003+188.4% | $11,403+127.7% |