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 | $220,353 | $183,963+19.8% | $162,163+35.9% | $152,861+44.2% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 25.03% | 150.76%-125.7pp | 115.59%-90.6pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,653 | $6,371-58.4% | $5,614-52.7% | $4,762-44.3% |
| Participant deferral / active EE | $8,767 | $8,034+9.1% | $7,298+20.1% | $5,850+49.9% |
| Admin fee / account holder | $16,000 | $13,121+21.9% | $10,843+47.6% | $11,596+38.0% |