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 | $202,946 | $177,572+14.3% | $154,803+31.1% | $142,382+42.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.65% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $957 | $4,810-80.1% | $4,305-77.8% | $4,299-77.8% |
| Participant deferral / active EE | $7,221 | $6,272+15.1% | $5,540+30.3% | $6,507+11.0% |
| Admin fee / account holder | $30,783 | $16,786+83.4% | $14,329+114.8% | $12,624+143.9% |