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 | $195,645 | $165,335+18.3% | $149,696+30.7% | $158,922+23.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.86% | 348.15%-334.3pp | 276.60%-262.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $17,610 | $5,103+245.1% | $4,644+279.2% | $4,761+269.9% |
| Participant deferral / active EE | $16,697 | $7,181+132.5% | $6,842+144.0% | $5,982+179.1% |
| Admin fee / account holder | $3,012 | $10,807-72.1% | $9,309-67.6% | $11,246-73.2% |