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 | $182,014 | $114,381+59.1% | $107,525+69.3% | $142,382+27.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.48% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $5,529 | $4,015+37.7% | $3,754+47.3% | $4,299+28.6% |
| Participant deferral / active EE | $27,080 | $5,564+386.7% | $5,116+429.4% | $6,507+316.1% |
| Admin fee / account holder | $2,694 | $9,860-72.7% | $8,919-69.8% | $12,624-78.7% |