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 | $186,361 | $202,318-7.9% | $172,739+7.9% | $152,861+21.9% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 21.91% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $7,492 | $5,856+27.9% | $5,143+45.7% | $4,762+57.3% |
| Participant deferral / active EE | $7,864 | $5,948+32.2% | $5,198+51.3% | $5,850+34.4% |
| Admin fee / account holder | $15,542 | $17,109-9.2% | $13,954+11.4% | $11,596+34.0% |