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 | $202,227 | $159,602+26.7% | $150,045+34.8% | $142,382+42.0% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 12.47% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $12,517 | $4,961+152.3% | $4,693+166.7% | $4,299+191.2% |
| Participant deferral / active EE | $12,650 | $8,310+52.2% | $7,997+58.2% | $6,507+94.4% |
| Admin fee / account holder | $4,932 | $14,846-66.8% | $13,435-63.3% | $12,624-60.9% |