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 | $179,743 | $114,381+57.1% | $107,525+67.2% | $142,382+26.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.09% | 242.71%-230.6pp | 181.32%-169.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $7,464 | $4,015+85.9% | $3,754+98.9% | $4,299+73.6% |
| Participant deferral / active EE | $10,631 | $5,564+91.1% | $5,116+107.8% | $6,507+63.4% |
| Admin fee / account holder | $465 | $9,860-95.3% | $8,919-94.8% | $12,624-96.3% |