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 | $115,562 | $114,381+1.0% | $107,525+7.5% | $142,382-18.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.18% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,596 | $4,015+14.5% | $3,754+22.4% | $4,299+6.9% |
| Participant deferral / active EE | $12,264 | $5,564+120.4% | $5,116+139.7% | $6,507+88.5% |
| Admin fee / account holder | $16,584 | $9,860+68.2% | $8,919+85.9% | $12,624+31.4% |