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 | $184,549 | $165,335+11.6% | $149,696+23.3% | $158,922+16.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.06% | 348.15%-325.1pp | 276.60%-253.5pp | 302.83%-279.8pp |
| Employer contribution / active EE | $7,364 | $5,103+44.3% | $4,644+58.6% | $4,761+54.7% |
| Participant deferral / active EE | $7,880 | $7,181+9.7% | $6,842+15.2% | $5,982+31.7% |
| Admin fee / account holder | $848 | $10,807-92.2% | $9,309-90.9% | $11,246-92.5% |