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 | $99,267 | $114,381-13.2% | $107,525-7.7% | $142,382-30.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.43% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,706 | $4,015+17.2% | $3,754+25.4% | $4,299+9.5% |
| Participant deferral / active EE | $14,858 | $5,564+167.0% | $5,116+190.4% | $6,507+128.3% |
| Admin fee / account holder | $7,104 | $9,860-28.0% | $8,919-20.4% | $12,624-43.7% |