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 | $218,487 | $177,572+23.0% | $154,803+41.1% | $142,382+53.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.66% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $16,281 | $4,810+238.5% | $4,305+278.1% | $4,299+278.7% |
| Participant deferral / active EE | $11,821 | $6,272+88.5% | $5,540+113.3% | $6,507+81.7% |
| Admin fee / account holder | $182,333 | $16,786+986.2% | $14,329+1172.5% | $12,624+1344.4% |