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 | $239,701 | $228,332+5.0% | $185,823+29.0% | $158,922+50.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.51% | 40.80%-25.3pp | 35.95%-20.4pp | 302.83%-287.3pp |
| Employer contribution / active EE | $23,020 | $4,967+363.5% | $4,087+463.2% | $4,761+383.5% |
| Participant deferral / active EE | $12,299 | $6,415+91.7% | $5,632+118.4% | $5,982+105.6% |
| Admin fee / account holder | $2,072 | $11,864-82.5% | $9,500-78.2% | $11,246-81.6% |