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 | $122,310 | $99,877+22.5% | $84,966+44.0% | $145,922-16.2% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.5pp |
| Annual return | 10.26% | 83.76%-73.5pp | 66.38%-56.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,398 | $3,231+5.2% | $2,727+24.6% | $4,660-27.1% |
| Participant deferral / active EE | $10,114 | $5,291+91.2% | $4,519+123.8% | $6,688+51.2% |
| Admin fee / account holder | $943 | $7,248-87.0% | $6,149-84.7% | $13,397-93.0% |