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 9-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 | $229,264 | $198,466+15.5% | $170,442+34.5% | $147,584+55.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.01% | 257.29%-245.3pp | 205.93%-193.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $8,308 | $6,184+34.4% | $5,433+52.9% | $4,876+70.4% |
| Participant deferral / active EE | $6,889 | $5,629+22.4% | $4,939+39.5% | $5,439+26.7% |
| Admin fee / account holder | $22,679 | $16,852+34.6% | $13,880+63.4% | $10,885+108.3% |