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 | $222,194 | $157,256+41.3% | $141,162+57.4% | $152,861+45.4% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 23.03% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $17,047 | $5,261+224.0% | $4,735+260.0% | $4,762+258.0% |
| Participant deferral / active EE | $12,295 | $7,109+72.9% | $6,709+83.3% | $5,850+110.2% |
| Admin fee / account holder | $3,402 | $12,120-71.9% | $10,261-66.8% | $11,596-70.7% |