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 | $234,653 | $210,648+11.4% | $177,989+31.8% | $145,922+60.8% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 12.63% | 385.86%-373.2pp | 294.48%-281.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $4,761 | $4,565+4.3% | $3,949+20.6% | $4,660+2.2% |
| Participant deferral / active EE | $13,485 | $6,958+93.8% | $6,276+114.9% | $6,688+101.6% |
| Admin fee / account holder | $2,827 | $12,013-76.5% | $10,363-72.7% | $13,397-78.9% |