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 | $223,322 | $209,832+6.4% | $189,513+17.8% | $167,490+33.3% |
| Participation rate | 90.5% | 88.7%+1.8pp | 87.8%+2.7pp | 82.1%+8.4pp |
| Annual return | 10.86% | 748.27%-737.4pp | 555.15%-544.3pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,828 | $6,914-59.1% | $6,162-54.1% | $4,837-41.5% |
| Participant deferral / active EE | $6,606 | $8,935-26.1% | $8,221-19.7% | $6,341+4.2% |
| Admin fee / account holder | $15,253 | $14,293+6.7% | $12,045+26.6% | $12,309+23.9% |