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 | $241,008 | $165,335+45.8% | $149,696+61.0% | $158,922+51.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.96% | 348.15%-335.2pp | 276.60%-263.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $6,840 | $5,103+34.0% | $4,644+47.3% | $4,761+43.7% |
| Participant deferral / active EE | $6,266 | $7,181-12.7% | $6,842-8.4% | $5,982+4.7% |
| Admin fee / account holder | $2,001 | $10,807-81.5% | $9,309-78.5% | $11,246-82.2% |