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 | $215,315 | $165,335+30.2% | $149,696+43.8% | $158,922+35.5% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 12.13% | 348.15%-336.0pp | 276.60%-264.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $8,961 | $5,103+75.6% | $4,644+92.9% | $4,761+88.2% |
| Participant deferral / active EE | $12,430 | $7,181+73.1% | $6,842+81.7% | $5,982+107.8% |
| Admin fee / account holder | $103,377 | $10,807+856.6% | $9,309+1010.5% | $11,246+819.3% |