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 | $201,225 | $198,466+1.4% | $170,442+18.1% | $147,584+36.3% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 11.39% | 257.29%-245.9pp | 205.93%-194.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $7,635 | $6,184+23.5% | $5,433+40.5% | $4,876+56.6% |
| Participant deferral / active EE | $4,216 | $5,629-25.1% | $4,939-14.6% | $5,439-22.5% |
| Admin fee / account holder | $1,476 | $16,852-91.2% | $13,880-89.4% | $10,885-86.4% |