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 | $204,579 | $232,540-12.0% | $185,117+10.5% | $147,584+38.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.58% | 43.03%-26.4pp | 40.50%-23.9pp | 578.55%-562.0pp |
| Employer contribution / active EE | $8,433 | $5,195+62.3% | $4,182+101.7% | $4,876+72.9% |
| Participant deferral / active EE | $11,063 | $5,834+89.6% | $5,045+119.3% | $5,439+103.4% |
| Admin fee / account holder | $15,304 | $10,275+48.9% | $8,159+87.6% | $10,885+40.6% |