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 | $232,776 | $165,335+40.8% | $149,696+55.5% | $158,922+46.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.45% | 348.15%-333.7pp | 276.60%-262.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $7,416 | $5,103+45.3% | $4,644+59.7% | $4,761+55.8% |
| Participant deferral / active EE | $15,011 | $7,181+109.0% | $6,842+119.4% | $5,982+150.9% |
| Admin fee / account holder | $27,515 | $10,807+154.6% | $9,309+195.6% | $11,246+144.7% |