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 | $209,078 | $180,449+15.9% | $154,107+35.7% | $135,375+54.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -1.16% | 888.09%-889.2pp | 735.12%-736.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $7,458 | $6,035+23.6% | $5,298+40.8% | $4,779+56.1% |
| Participant deferral / active EE | $8,993 | $5,806+54.9% | $5,081+77.0% | $5,609+60.3% |
| Admin fee / account holder | $28,757 | $16,143+78.1% | $13,411+114.4% | $10,827+165.6% |