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 | $128,685 | $114,381+12.5% | $107,525+19.7% | $142,382-9.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.41% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,977 | $4,015-25.9% | $3,754-20.7% | $4,299-30.8% |
| Participant deferral / active EE | $10,379 | $5,564+86.5% | $5,116+102.9% | $6,507+59.5% |
| Admin fee / account holder | $11,751 | $9,860+19.2% | $8,919+31.8% | $12,624-6.9% |