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 | $191,345 | $165,335+15.7% | $149,696+27.8% | $158,922+20.4% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 16.07% | 348.15%-332.1pp | 276.60%-260.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,650 | $5,103-48.1% | $4,644-42.9% | $4,761-44.3% |
| Participant deferral / active EE | $13,773 | $7,181+91.8% | $6,842+101.3% | $5,982+130.2% |
| Admin fee / account holder | $15,367 | $10,807+42.2% | $9,309+65.1% | $11,246+36.7% |