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 9-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 | $211,769 | $183,519+15.4% | $155,509+36.2% | $145,922+45.1% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 9.28% | 61.17%-51.9pp | 64.67%-55.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $6,578 | $5,313+23.8% | $4,672+40.8% | $4,660+41.2% |
| Participant deferral / active EE | $6,020 | $6,462-6.8% | $5,626+7.0% | $6,688-10.0% |
| Admin fee / account holder | $1,816 | $19,313-90.6% | $15,912-88.6% | $13,397-86.4% |