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 | $184,496 | $114,381+61.3% | $107,525+71.6% | $142,382+29.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.64% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $11,643 | $4,015+190.0% | $3,754+210.2% | $4,299+170.8% |
| Participant deferral / active EE | $1,896 | $5,564-65.9% | $5,116-62.9% | $6,507-70.9% |
| Admin fee / account holder | $12,581 | $9,860+27.6% | $8,919+41.1% | $12,624-0.3% |