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 | $219,353 | $197,591+11.0% | $177,821+23.4% | $158,922+38.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 10.44% | 58.76%-48.3pp | 48.32%-37.9pp | 302.83%-292.4pp |
| Employer contribution / active EE | $10,434 | $6,697+55.8% | $5,918+76.3% | $4,761+119.1% |
| Participant deferral / active EE | $9,200 | $8,405+9.5% | $7,714+19.3% | $5,982+53.8% |
| Admin fee / account holder | $48,767 | $15,399+216.7% | $12,427+292.4% | $11,246+333.6% |