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 | $196,888 | $165,335+19.1% | $149,696+31.5% | $158,922+23.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.98% | 348.15%-334.2pp | 276.60%-262.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $10,172 | $5,103+99.3% | $4,644+119.0% | $4,761+113.6% |
| Participant deferral / active EE | $10,618 | $7,181+47.9% | $6,842+55.2% | $5,982+77.5% |
| Admin fee / account holder | $36,381 | $10,807+236.7% | $9,309+290.8% | $11,246+223.5% |