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 | $198,927 | $202,318-1.7% | $172,739+15.2% | $152,861+30.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 17.25% | 1029.65%-1012.4pp | 802.84%-785.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $2,091 | $5,856-64.3% | $5,143-59.3% | $4,762-56.1% |
| Participant deferral / active EE | $8,025 | $5,948+34.9% | $5,198+54.4% | $5,850+37.2% |
| Admin fee / account holder | $2,247 | $17,109-86.9% | $13,954-83.9% | $11,596-80.6% |