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 | $140,906 | $114,381+23.2% | $107,525+31.0% | $142,382-1.0% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 14.90% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $17,142 | $4,015+327.0% | $3,754+356.7% | $4,299+298.7% |
| Participant deferral / active EE | $6,133 | $5,564+10.2% | $5,116+19.9% | $6,507-5.7% |
| Admin fee / account holder | $39,254 | $9,860+298.1% | $8,919+340.1% | $12,624+211.0% |