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 | $192,113 | $165,335+16.2% | $149,696+28.3% | $158,922+20.9% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 18.87% | 348.15%-329.3pp | 276.60%-257.7pp | 302.83%-284.0pp |
| Employer contribution / active EE | $10,218 | $5,103+100.3% | $4,644+120.0% | $4,761+114.6% |
| Participant deferral / active EE | $13,258 | $7,181+84.6% | $6,842+93.8% | $5,982+121.6% |
| Admin fee / account holder | $400 | $10,807-96.3% | $9,309-95.7% | $11,246-96.4% |