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 | $160,230 | $210,648-23.9% | $177,989-10.0% | $145,922+9.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.17% | 385.86%-374.7pp | 294.48%-283.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $10,064 | $4,565+120.5% | $3,949+154.9% | $4,660+116.0% |
| Participant deferral / active EE | $13,709 | $6,958+97.0% | $6,276+118.4% | $6,688+105.0% |
| Admin fee / account holder | $22,231 | $12,013+85.1% | $10,363+114.5% | $13,397+65.9% |