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 | $174,378 | $114,381+52.5% | $107,525+62.2% | $142,382+22.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.20% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $40,836 | $4,015+917.2% | $3,754+987.9% | $4,299+849.9% |
| Participant deferral / active EE | $21,263 | $5,564+282.1% | $5,116+315.6% | $6,507+226.8% |
| Admin fee / account holder | $9,087 | $9,860-7.8% | $8,919+1.9% | $12,624-28.0% |