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 | $214,444 | $214,3780% | $200,582+6.9% | $142,382+50.6% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 13.45% | 46.41%-33.0pp | 42.33%-28.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $7,483 | $6,841+9.4% | $6,419+16.6% | $4,299+74.1% |
| Participant deferral / active EE | $9,379 | $9,865-4.9% | $9,331+0.5% | $6,507+44.1% |
| Admin fee / account holder | $73,360 | $17,692+314.7% | $16,305+349.9% | $12,624+481.1% |