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 | $189,548 | $177,572+6.7% | $154,803+22.4% | $142,382+33.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.95% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $9,519 | $4,810+97.9% | $4,305+121.1% | $4,299+121.4% |
| Participant deferral / active EE | $23,411 | $6,272+273.3% | $5,540+322.5% | $6,507+259.8% |
| Admin fee / account holder | $1,971 | $16,786-88.3% | $14,329-86.2% | $12,624-84.4% |