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 | $214,530 | $198,466+8.1% | $170,442+25.9% | $147,584+45.4% |
| Participation rate | 91.3% | 88.0%+3.3pp | 83.6%+7.7pp | 82.8%+8.5pp |
| Annual return | 20.49% | 257.29%-236.8pp | 205.93%-185.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $3,344 | $6,184-45.9% | $5,433-38.4% | $4,876-31.4% |
| Participant deferral / active EE | $8,611 | $5,629+53.0% | $4,939+74.3% | $5,439+58.3% |
| Admin fee / account holder | $11,558 | $16,852-31.4% | $13,880-16.7% | $10,885+6.2% |