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 | $249,519 | $165,335+50.9% | $149,696+66.7% | $158,922+57.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.07% | 348.15%-334.1pp | 276.60%-262.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $11,663 | $5,103+128.6% | $4,644+151.1% | $4,761+145.0% |
| Participant deferral / active EE | $14,360 | $7,181+100.0% | $6,842+109.9% | $5,982+140.0% |
| Admin fee / account holder | $7,485 | $10,807-30.7% | $9,309-19.6% | $11,246-33.4% |