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 | $138,354 | $114,381+21.0% | $107,525+28.7% | $142,382-2.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.95% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,030 | $4,015+0.4% | $3,754+7.4% | $4,299-6.3% |
| Participant deferral / active EE | $8,668 | $5,564+55.8% | $5,116+69.4% | $6,507+33.2% |
| Admin fee / account holder | $13,743 | $9,860+39.4% | $8,919+54.1% | $12,624+8.9% |