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 | $212,232 | $159,901+32.7% | $146,958+44.4% | $145,922+45.4% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 23.73% | 98.13%-74.4pp | 418.34%-394.6pp | 561.29%-537.6pp |
| Employer contribution / active EE | $3,598 | $5,286-31.9% | $4,933-27.1% | $4,660-22.8% |
| Participant deferral / active EE | $10,451 | $8,428+24.0% | $8,070+29.5% | $6,688+56.3% |
| Admin fee / account holder | $1,589 | $15,044-89.4% | $12,998-87.8% | $13,397-88.1% |