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 | $222,677 | $198,466+12.2% | $170,442+30.6% | $147,584+50.9% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 18.41% | 257.29%-238.9pp | 205.93%-187.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $5,948 | $6,184-3.8% | $5,433+9.5% | $4,876+22.0% |
| Participant deferral / active EE | $6,043 | $5,629+7.3% | $4,939+22.3% | $5,439+11.1% |
| Admin fee / account holder | $342 | $16,852-98.0% | $13,880-97.5% | $10,885-96.9% |