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 | $190,212 | $159,901+19.0% | $146,958+29.4% | $145,922+30.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.12% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $9,818 | $5,286+85.7% | $4,933+99.0% | $4,660+110.7% |
| Participant deferral / active EE | $7,445 | $8,428-11.7% | $8,070-7.7% | $6,688+11.3% |
| Admin fee / account holder | $31,041 | $15,044+106.3% | $12,998+138.8% | $13,397+131.7% |