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 | $197,352 | $202,318-2.5% | $172,739+14.2% | $152,861+29.1% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 18.04% | 1029.65%-1011.6pp | 802.84%-784.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $11,336 | $5,856+93.6% | $5,143+120.4% | $4,762+138.0% |
| Participant deferral / active EE | $6,813 | $5,948+14.5% | $5,198+31.1% | $5,850+16.5% |
| Admin fee / account holder | $17,800 | $17,109+4.0% | $13,954+27.6% | $11,596+53.5% |