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 | $231,703 | $165,335+40.1% | $149,696+54.8% | $158,922+45.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 48.97% | 348.15%-299.2pp | 276.60%-227.6pp | 302.83%-253.9pp |
| Employer contribution / active EE | $16,548 | $5,103+224.3% | $4,644+256.3% | $4,761+247.6% |
| Participant deferral / active EE | $17,216 | $7,181+139.7% | $6,842+151.6% | $5,982+187.8% |
| Admin fee / account holder | $7,620 | $10,807-29.5% | $9,309-18.1% | $11,246-32.2% |