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 | $226,118 | $209,411+8.0% | $178,490+26.7% | $158,922+42.3% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 9.29% | 188.75%-179.5pp | 151.07%-141.8pp | 302.83%-293.5pp |
| Employer contribution / active EE | $6,295 | $5,706+10.3% | $5,011+25.6% | $4,761+32.2% |
| Participant deferral / active EE | $3,307 | $5,954-44.5% | $5,202-36.4% | $5,982-44.7% |
| Admin fee / account holder | $3,767 | $17,074-77.9% | $13,984-73.1% | $11,246-66.5% |