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 3-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 | $120,138 | $114,381+5.0% | $107,525+11.7% | $142,382-15.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.42% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $12,231 | $4,015+204.7% | $3,754+225.9% | $4,299+184.5% |
| Participant deferral / active EE | $10,098 | $5,564+81.5% | $5,116+97.4% | $6,507+55.2% |
| Admin fee / account holder | $11,450 | $9,860+16.1% | $8,919+28.4% | $12,624-9.3% |