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 | $222,120 | $198,466+11.9% | $170,442+30.3% | $147,584+50.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.11% | 257.29%-241.2pp | 205.93%-189.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $5,698 | $6,184-7.9% | $5,433+4.9% | $4,876+16.9% |
| Participant deferral / active EE | $5,504 | $5,629-2.2% | $4,939+11.4% | $5,439+1.2% |
| Admin fee / account holder | $43,972 | $16,852+160.9% | $13,880+216.8% | $10,885+304.0% |