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 | $190,716 | $165,335+15.4% | $149,696+27.4% | $158,922+20.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.80% | 348.15%-339.4pp | 276.60%-267.8pp | 302.83%-294.0pp |
| Employer contribution / active EE | $9,574 | $5,103+87.6% | $4,644+106.1% | $4,761+101.1% |
| Participant deferral / active EE | $9,188 | $7,181+27.9% | $6,842+34.3% | $5,982+53.6% |
| Admin fee / account holder | $22,515 | $10,807+108.3% | $9,309+141.9% | $11,246+100.2% |