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 | $189,064 | $159,602+18.5% | $150,045+26.0% | $142,382+32.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.01% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $11,478 | $4,961+131.4% | $4,693+144.6% | $4,299+167.0% |
| Participant deferral / active EE | $16,043 | $8,310+93.0% | $7,997+100.6% | $6,507+146.5% |
| Admin fee / account holder | $7,369 | $14,846-50.4% | $13,435-45.1% | $12,624-41.6% |