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 | $225,966 | $165,335+36.7% | $149,696+50.9% | $158,922+42.2% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 14.98% | 348.15%-333.2pp | 276.60%-261.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $6,636 | $5,103+30.0% | $4,644+42.9% | $4,761+39.4% |
| Participant deferral / active EE | $3,291 | $7,181-54.2% | $6,842-51.9% | $5,982-45.0% |
| Admin fee / account holder | $2,172 | $10,807-79.9% | $9,309-76.7% | $11,246-80.7% |