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 | $199,844 | $165,335+20.9% | $149,696+33.5% | $158,922+25.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.08% | 348.15%-336.1pp | 276.60%-264.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $9,000 | $5,103+76.4% | $4,644+93.8% | $4,761+89.0% |
| Participant deferral / active EE | $11,375 | $7,181+58.4% | $6,842+66.3% | $5,982+90.1% |
| Admin fee / account holder | $14,740 | $10,807+36.4% | $9,309+58.3% | $11,246+31.1% |