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 | $189,466 | $183,963+3.0% | $162,163+16.8% | $152,861+23.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 31.49% | 150.76%-119.3pp | 115.59%-84.1pp | 345.32%-313.8pp |
| Employer contribution / active EE | $9,412 | $6,371+47.7% | $5,614+67.7% | $4,762+97.6% |
| Participant deferral / active EE | $6,900 | $8,034-14.1% | $7,298-5.5% | $5,850+17.9% |
| Admin fee / account holder | $9,531 | $13,121-27.4% | $10,843-12.1% | $11,596-17.8% |