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 | $128,455 | $127,065+1.1% | $113,168+13.5% | $142,382-9.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.82% | 24.03%-11.2pp | 24.27%-11.4pp | 217.08%-204.3pp |
| Employer contribution / active EE | $7,220 | $3,442+109.8% | $2,975+142.7% | $4,299+68.0% |
| Participant deferral / active EE | $1,837 | $5,716-67.9% | $5,107-64.0% | $6,507-71.8% |
| Admin fee / account holder | $35,973 | $15,736+128.6% | $12,068+198.1% | $12,624+185.0% |