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 | $162,959 | $114,381+42.5% | $107,525+51.6% | $142,382+14.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.88% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $4,230 | $4,015+5.4% | $3,754+12.7% | $4,299-1.6% |
| Participant deferral / active EE | $8,235 | $5,564+48.0% | $5,116+61.0% | $6,507+26.6% |
| Admin fee / account holder | $1,643 | $9,860-83.3% | $8,919-81.6% | $12,624-87.0% |