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 | $206,655 | $175,202+18.0% | $149,673+38.1% | $139,434+48.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.86% | 166.71%-155.8pp | 134.42%-123.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $3,290 | $5,474-39.9% | $4,818-31.7% | $4,751-30.7% |
| Participant deferral / active EE | $13,551 | $6,519+107.9% | $5,680+138.6% | $6,710+101.9% |
| Admin fee / account holder | $2,679 | $16,150-83.4% | $13,210-79.7% | $11,403-76.5% |