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 | $242,405 | $217,402+11.5% | $185,823+30.4% | $167,490+44.7% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 15.14% | 148.36%-133.2pp | 122.05%-106.9pp | 478.56%-463.4pp |
| Employer contribution / active EE | $3,692 | $5,873-37.1% | $5,167-28.5% | $4,837-23.7% |
| Participant deferral / active EE | $6,909 | $6,356+8.7% | $5,568+24.1% | $6,341+9.0% |
| Admin fee / account holder | $2,198 | $19,811-88.9% | $16,237-86.5% | $12,309-82.1% |