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 | $190,685 | $158,398+20.4% | $126,539+50.7% | $142,382+33.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.25% | 593.76%-583.5pp | 425.95%-415.7pp | 217.08%-206.8pp |
| Employer contribution / active EE | $9,845 | $4,650+111.7% | $3,674+168.0% | $4,299+129.0% |
| Participant deferral / active EE | $15,164 | $4,767+218.1% | $4,083+271.4% | $6,507+133.0% |
| Admin fee / account holder | $585 | $6,918-91.5% | $6,065-90.4% | $12,624-95.4% |