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 | $137,322 | $125,758+9.2% | $169,993-19.2% | $75,163+82.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 34.33% | 27.20%+7.1pp | 53.37%-19.0pp | 160.62%-126.3pp |
| Employer contribution / active EE | $8,042 | $4,615+74.3% | $6,785+18.5% | $2,670+201.2% |
| Participant deferral / active EE | $10,938 | $6,837+60.0% | $10,408+5.1% | $4,125+165.1% |
| Admin fee / account holder | $13,266 | $8,173+62.3% | $12,815+3.5% | $5,651+134.8% |