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 | $212,827 | $202,318+5.2% | $172,739+23.2% | $152,861+39.2% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 17.48% | 1029.65%-1012.2pp | 802.84%-785.4pp | 345.32%-327.8pp |
| Employer contribution / active EE | $7,161 | $5,856+22.3% | $5,143+39.2% | $4,762+50.4% |
| Participant deferral / active EE | $5,453 | $5,948-8.3% | $5,198+4.9% | $5,850-6.8% |
| Admin fee / account holder | $14,368 | $17,109-16.0% | $13,954+3.0% | $11,596+23.9% |