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 | $189,933 | $165,335+14.9% | $149,696+26.9% | $158,922+19.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.46% | 348.15%-325.7pp | 276.60%-254.1pp | 302.83%-280.4pp |
| Employer contribution / active EE | $11,648 | $5,103+128.3% | $4,644+150.8% | $4,761+144.6% |
| Participant deferral / active EE | $5,451 | $7,181-24.1% | $6,842-20.3% | $5,982-8.9% |
| Admin fee / account holder | $2,046 | $10,807-81.1% | $9,309-78.0% | $11,246-81.8% |