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 | $191,539 | $159,602+20.0% | $150,045+27.7% | $142,382+34.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.55% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $14,166 | $4,961+185.6% | $4,693+201.9% | $4,299+229.5% |
| Participant deferral / active EE | $13,506 | $8,310+62.5% | $7,997+68.9% | $6,507+107.6% |
| Admin fee / account holder | $750 | $14,846-95.0% | $13,435-94.4% | $12,624-94.1% |