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 | $230,856 | $217,402+6.2% | $185,823+24.2% | $167,490+37.8% |
| Participation rate | 88.2% | 86.0%+2.2pp | 81.7%+6.5pp | 82.1%+6.1pp |
| Annual return | 15.59% | 148.36%-132.8pp | 122.05%-106.5pp | 478.56%-463.0pp |
| Employer contribution / active EE | $14,612 | $5,873+148.8% | $5,167+182.8% | $4,837+202.1% |
| Participant deferral / active EE | $12,183 | $6,356+91.7% | $5,568+118.8% | $6,341+92.1% |
| Admin fee / account holder | $18,653 | $19,811-5.8% | $16,237+14.9% | $12,309+51.5% |