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 | $228,625 | $165,335+38.3% | $149,696+52.7% | $158,922+43.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.70% | 348.15%-325.4pp | 276.60%-253.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $1,416 | $5,103-72.2% | $4,644-69.5% | $4,761-70.3% |
| Participant deferral / active EE | $5,923 | $7,181-17.5% | $6,842-13.4% | $5,982-1.0% |
| Admin fee / account holder | $9,308 | $10,807-13.9% | $9,3090% | $11,246-17.2% |