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 8-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 | $241,159 | $163,101+47.9% | $136,749+76.4% | $142,382+69.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 26.41% | 27.54%-1.1pp | 24.33%+2.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $7,983 | $4,117+93.9% | $3,400+134.8% | $4,299+85.7% |
| Participant deferral / active EE | $11,250 | $5,585+101.4% | $4,692+139.8% | $6,507+72.9% |
| Admin fee / account holder | $697 | $14,318-95.1% | $11,386-93.9% | $12,624-94.5% |