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 | $191,883 | $165,335+16.1% | $149,696+28.2% | $158,922+20.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.36% | 348.15%-332.8pp | 276.60%-261.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $14,139 | $5,103+177.1% | $4,644+204.4% | $4,761+197.0% |
| Participant deferral / active EE | $7,640 | $7,181+6.4% | $6,842+11.7% | $5,982+27.7% |
| Admin fee / account holder | $8,336 | $10,807-22.9% | $9,309-10.4% | $11,246-25.9% |