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 | $135,781 | $114,381+18.7% | $107,525+26.3% | $142,382-4.6% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 19.56% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $5,092 | $4,015+26.8% | $3,754+35.7% | $4,299+18.5% |
| Participant deferral / active EE | $14,086 | $5,564+153.2% | $5,116+175.4% | $6,507+116.5% |
| Admin fee / account holder | $45,405 | $9,860+360.5% | $8,919+409.1% | $12,624+259.7% |