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 | $246,300 | $159,602+54.3% | $150,045+64.2% | $142,382+73.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.28% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $6,694 | $4,961+34.9% | $4,693+42.6% | $4,299+55.7% |
| Participant deferral / active EE | $19,773 | $8,310+137.9% | $7,997+147.3% | $6,507+203.9% |
| Admin fee / account holder | $89,026 | $14,846+499.7% | $13,435+562.7% | $12,624+605.2% |