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 | $146,599 | $114,381+28.2% | $107,525+36.3% | $142,382+3.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.20% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,850 | $4,015+20.8% | $3,754+29.2% | $4,299+12.8% |
| Participant deferral / active EE | $9,566 | $5,564+71.9% | $5,116+87.0% | $6,507+47.0% |
| Admin fee / account holder | $1,346 | $9,860-86.3% | $8,919-84.9% | $12,624-89.3% |