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 | $226,527 | $228,332-0.8% | $185,823+21.9% | $158,922+42.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.61% | 40.80%-23.2pp | 35.95%-18.3pp | 302.83%-285.2pp |
| Employer contribution / active EE | $16,184 | $4,967+225.9% | $4,087+295.9% | $4,761+239.9% |
| Participant deferral / active EE | $17,333 | $6,415+170.2% | $5,632+207.8% | $5,982+189.8% |
| Admin fee / account holder | $1,677 | $11,864-85.9% | $9,500-82.4% | $11,246-85.1% |