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 | $190,558 | $165,335+15.3% | $149,696+27.3% | $158,922+19.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.28% | 348.15%-336.9pp | 276.60%-265.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $4,116 | $5,103-19.3% | $4,644-11.4% | $4,761-13.6% |
| Participant deferral / active EE | $7,949 | $7,181+10.7% | $6,842+16.2% | $5,982+32.9% |
| Admin fee / account holder | $30,062 | $10,807+178.2% | $9,309+222.9% | $11,246+167.3% |