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 | $208,183 | $177,572+17.2% | $154,803+34.5% | $142,382+46.2% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 13.46% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $13,918 | $4,810+189.3% | $4,305+223.3% | $4,299+223.7% |
| Participant deferral / active EE | $4,245 | $6,272-32.3% | $5,540-23.4% | $6,507-34.8% |
| Admin fee / account holder | $108,968 | $16,786+549.2% | $14,329+660.5% | $12,624+763.2% |