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 | $212,694 | $202,318+5.1% | $172,739+23.1% | $152,861+39.1% |
| Participation rate | 90.5% | 87.1%+3.4pp | 82.6%+7.8pp | 82.4%+8.0pp |
| Annual return | 24.95% | 1029.65%-1004.7pp | 802.84%-777.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,151 | $5,856-46.2% | $5,143-38.7% | $4,762-33.8% |
| Participant deferral / active EE | $8,085 | $5,948+35.9% | $5,198+55.6% | $5,850+38.2% |
| Admin fee / account holder | $23,150 | $17,109+35.3% | $13,954+65.9% | $11,596+99.6% |