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 | $99,855 | $114,381-12.7% | $107,525-7.1% | $142,382-29.9% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 12.10% | 242.71%-230.6pp | 181.32%-169.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $7,510 | $4,015+87.1% | $3,754+100.1% | $4,299+74.7% |
| Participant deferral / active EE | $11,780 | $5,564+111.7% | $5,116+130.3% | $6,507+81.0% |
| Admin fee / account holder | $10,250 | $9,860+4.0% | $8,919+14.9% | $12,624-18.8% |