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 | $130,268 | $114,381+13.9% | $107,525+21.2% | $142,382-8.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.03% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $13,386 | $4,015+233.4% | $3,754+256.6% | $4,299+211.4% |
| Participant deferral / active EE | $14,757 | $5,564+165.2% | $5,116+188.5% | $6,507+126.8% |
| Admin fee / account holder | $1,592 | $9,860-83.9% | $8,919-82.1% | $12,624-87.4% |