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 | $193,542 | $227,553-14.9% | $189,557+2.1% | $167,490+15.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.39% | 78.40%-69.0pp | 64.17%-54.8pp | 478.56%-469.2pp |
| Employer contribution / active EE | $10,884 | $5,316+104.7% | $4,412+146.7% | $4,837+125.0% |
| Participant deferral / active EE | $8,500 | $7,002+21.4% | $6,174+37.7% | $6,341+34.0% |
| Admin fee / account holder | $11,775 | $11,878-0.9% | $9,807+20.1% | $12,309-4.3% |