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 | $227,673 | $226,064+0.7% | $182,532+24.7% | $152,861+48.9% |
| Participation rate | 72.2% | 82.5%-10.2pp | 78.0%-5.8pp | 82.4%-10.2pp |
| Annual return | 25.23% | 192.51%-167.3pp | 148.54%-123.3pp | 345.32%-320.1pp |
| Employer contribution / active EE | $11,747 | $4,978+136.0% | $4,076+188.2% | $4,762+146.7% |
| Participant deferral / active EE | $7,692 | $6,368+20.8% | $5,524+39.2% | $5,850+31.5% |
| Admin fee / account holder | $1,934 | $10,703-81.9% | $8,592-77.5% | $11,596-83.3% |