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 | $224,875 | $165,335+36.0% | $149,696+50.2% | $158,922+41.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.04% | 348.15%-326.1pp | 276.60%-254.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $11,073 | $5,103+117.0% | $4,644+138.4% | $4,761+132.6% |
| Participant deferral / active EE | $9,643 | $7,181+34.3% | $6,842+40.9% | $5,982+61.2% |
| Admin fee / account holder | $614 | $10,807-94.3% | $9,309-93.4% | $11,246-94.5% |