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 | $210,912 | $198,466+6.3% | $170,442+23.7% | $147,584+42.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 33.68% | 257.29%-223.6pp | 205.93%-172.3pp | 578.55%-544.9pp |
| Employer contribution / active EE | $2,015 | $6,184-67.4% | $5,433-62.9% | $4,876-58.7% |
| Participant deferral / active EE | $5,181 | $5,629-8.0% | $4,939+4.9% | $5,439-4.7% |
| Admin fee / account holder | $3,558 | $16,852-78.9% | $13,880-74.4% | $10,885-67.3% |