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 | $224,218 | $176,056+27.4% | $159,436+40.6% | $167,490+33.9% |
| Participation rate | 82.6% | 84.9%-2.3pp | 82.8%-0.2pp | 82.1%+0.5pp |
| Annual return | 10.19% | 331.75%-321.6pp | 263.57%-253.4pp | 478.56%-468.4pp |
| Employer contribution / active EE | $7,247 | $5,297+36.8% | $4,829+50.1% | $4,837+49.8% |
| Participant deferral / active EE | $6,352 | $7,750-18.0% | $7,352-13.6% | $6,341+0.2% |
| Admin fee / account holder | $67,198 | $12,554+435.3% | $10,799+522.3% | $12,309+445.9% |