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 | $245,932 | $214,378+14.7% | $200,582+22.6% | $142,382+72.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.49% | 46.41%-23.9pp | 42.33%-19.8pp | 217.08%-194.6pp |
| Employer contribution / active EE | $5,496 | $6,841-19.7% | $6,419-14.4% | $4,299+27.8% |
| Participant deferral / active EE | $11,068 | $9,865+12.2% | $9,331+18.6% | $6,507+70.1% |
| Admin fee / account holder | $42,887 | $17,692+142.4% | $16,305+163.0% | $12,624+239.7% |