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 | $177,267 | $114,381+55.0% | $107,525+64.9% | $142,382+24.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.24% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $13,610 | $4,015+239.0% | $3,754+262.6% | $4,299+216.6% |
| Participant deferral / active EE | $4,929 | $5,564-11.4% | $5,116-3.6% | $6,507-24.3% |
| Admin fee / account holder | $8,102 | $9,860-17.8% | $8,919-9.2% | $12,624-35.8% |