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 | $213,893 | $171,865+24.5% | $149,718+42.9% | $147,584+44.9% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 20.07% | 2113.22%-2093.1pp | 1501.63%-1481.6pp | 578.55%-558.5pp |
| Employer contribution / active EE | $13,067 | $6,275+108.2% | $5,445+140.0% | $4,876+168.0% |
| Participant deferral / active EE | $14,364 | $7,271+97.6% | $6,569+118.7% | $5,439+164.1% |
| Admin fee / account holder | $11,713 | $13,799-15.1% | $11,283+3.8% | $10,885+7.6% |