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 | $239,911 | $228,332+5.1% | $185,823+29.1% | $158,922+51.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.55% | 40.80%-32.2pp | 35.95%-27.4pp | 302.83%-294.3pp |
| Employer contribution / active EE | $13,470 | $4,967+171.2% | $4,087+229.5% | $4,761+182.9% |
| Participant deferral / active EE | $7,857 | $6,415+22.5% | $5,632+39.5% | $5,982+31.3% |
| Admin fee / account holder | $2,549 | $11,864-78.5% | $9,500-73.2% | $11,246-77.3% |