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 | $178,907 | $177,572+0.8% | $154,803+15.6% | $142,382+25.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.28% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $10,279 | $4,810+113.7% | $4,305+138.7% | $4,299+139.1% |
| Participant deferral / active EE | $8,353 | $6,272+33.2% | $5,540+50.8% | $6,507+28.4% |
| Admin fee / account holder | $1,245 | $16,786-92.6% | $14,329-91.3% | $12,624-90.1% |