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 | $215,589 | $165,335+30.4% | $149,696+44.0% | $158,922+35.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.24% | 348.15%-328.9pp | 276.60%-257.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $15,701 | $5,103+207.7% | $4,644+238.1% | $4,761+229.8% |
| Participant deferral / active EE | $2,609 | $7,181-63.7% | $6,842-61.9% | $5,982-56.4% |
| Admin fee / account holder | $783 | $10,807-92.8% | $9,309-91.6% | $11,246-93.0% |