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 | $134,937 | $114,381+18.0% | $107,525+25.5% | $142,382-5.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 14.09% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,758 | $4,015+18.5% | $3,754+26.8% | $4,299+10.7% |
| Participant deferral / active EE | $9,410 | $5,564+69.1% | $5,116+83.9% | $6,507+44.6% |
| Admin fee / account holder | $22,335 | $9,860+126.5% | $8,919+150.4% | $12,624+76.9% |