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 | $139,083 | $114,381+21.6% | $107,525+29.3% | $142,382-2.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.76% | 242.71%-227.9pp | 181.32%-166.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,984 | $4,015-50.6% | $3,754-47.1% | $4,299-53.9% |
| Participant deferral / active EE | $11,895 | $5,564+113.8% | $5,116+132.5% | $6,507+82.8% |
| Admin fee / account holder | $4,857 | $9,860-50.7% | $8,919-45.5% | $12,624-61.5% |