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 | $244,092 | $176,056+38.6% | $159,436+53.1% | $167,490+45.7% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 14.55% | 331.75%-317.2pp | 263.57%-249.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $4,919 | $5,297-7.1% | $4,829+1.9% | $4,837+1.7% |
| Participant deferral / active EE | $11,047 | $7,750+42.5% | $7,352+50.3% | $6,341+74.2% |
| Admin fee / account holder | $4,944 | $12,554-60.6% | $10,799-54.2% | $12,309-59.8% |