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 | $224,243 | $209,411+7.1% | $178,490+25.6% | $158,922+41.1% |
| Participation rate | 79.2% | 86.3%-7.2pp | 81.9%-2.8pp | 82.0%-2.8pp |
| Annual return | 7.09% | 188.75%-181.7pp | 151.07%-144.0pp | 302.83%-295.7pp |
| Employer contribution / active EE | $4,783 | $5,706-16.2% | $5,011-4.6% | $4,761+0.4% |
| Participant deferral / active EE | $3,576 | $5,954-39.9% | $5,202-31.2% | $5,982-40.2% |
| Admin fee / account holder | $16,849 | $17,074-1.3% | $13,984+20.5% | $11,246+49.8% |