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 | $185,048 | $114,381+61.8% | $107,525+72.1% | $142,382+30.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.99% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $8,801 | $4,015+119.2% | $3,754+134.5% | $4,299+104.7% |
| Participant deferral / active EE | $5,032 | $5,564-9.6% | $5,116-1.6% | $6,507-22.7% |
| Admin fee / account holder | $1,391 | $9,860-85.9% | $8,919-84.4% | $12,624-89.0% |