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 | $194,337 | $165,335+17.5% | $149,696+29.8% | $158,922+22.3% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 13.40% | 348.15%-334.7pp | 276.60%-263.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $4,441 | $5,103-13.0% | $4,644-4.4% | $4,761-6.7% |
| Participant deferral / active EE | $6,711 | $7,181-6.5% | $6,842-1.9% | $5,982+12.2% |
| Admin fee / account holder | $33,499 | $10,807+210.0% | $9,309+259.9% | $11,246+197.9% |