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 | $245,814 | $228,332+7.7% | $185,823+32.3% | $158,922+54.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.83% | 40.80%-19.0pp | 35.95%-14.1pp | 302.83%-281.0pp |
| Employer contribution / active EE | $18,427 | $4,967+271.0% | $4,087+350.8% | $4,761+287.0% |
| Participant deferral / active EE | $16,944 | $6,415+164.2% | $5,632+200.9% | $5,982+183.3% |
| Admin fee / account holder | $16,600 | $11,864+39.9% | $9,500+74.7% | $11,246+47.6% |