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 | $128,886 | $171,164-24.7% | $127,761+0.9% | $152,861-15.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 18.11% | 23.54%-5.4pp | 26.14%-8.0pp | 345.32%-327.2pp |
| Employer contribution / active EE | $6,043 | $5,447+10.9% | $4,574+32.1% | $4,762+26.9% |
| Participant deferral / active EE | $10,614 | $7,038+50.8% | $6,021+76.3% | $5,850+81.4% |
| Admin fee / account holder | $1,419 | $14,530-90.2% | $9,395-84.9% | $11,596-87.8% |