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 | $246,644 | $209,832+17.5% | $189,513+30.1% | $167,490+47.3% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 16.25% | 748.27%-732.0pp | 555.15%-538.9pp | 478.56%-462.3pp |
| Employer contribution / active EE | $4,376 | $6,914-36.7% | $6,162-29.0% | $4,837-9.5% |
| Participant deferral / active EE | $10,167 | $8,935+13.8% | $8,221+23.7% | $6,341+60.3% |
| Admin fee / account holder | $3,708 | $14,293-74.1% | $12,045-69.2% | $12,309-69.9% |