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 | $210,702 | $159,901+31.8% | $146,958+43.4% | $145,922+44.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.16% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,439 | $5,286-34.9% | $4,933-30.3% | $4,660-26.2% |
| Participant deferral / active EE | $10,690 | $8,428+26.8% | $8,070+32.5% | $6,688+59.8% |
| Admin fee / account holder | $1,359 | $15,044-91.0% | $12,998-89.5% | $13,397-89.9% |