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 | $223,102 | $209,832+6.3% | $189,513+17.7% | $167,490+33.2% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 14.91% | 748.27%-733.4pp | 555.15%-540.2pp | 478.56%-463.6pp |
| Employer contribution / active EE | $5,101 | $6,914-26.2% | $6,162-17.2% | $4,837+5.5% |
| Participant deferral / active EE | $10,986 | $8,935+23.0% | $8,221+33.6% | $6,341+73.3% |
| Admin fee / account holder | $548 | $14,293-96.2% | $12,045-95.5% | $12,309-95.6% |