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 | $238,244 | $217,402+9.6% | $185,823+28.2% | $167,490+42.2% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 16.79% | 148.36%-131.6pp | 122.05%-105.3pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,846 | $5,873-51.5% | $5,167-44.9% | $4,837-41.2% |
| Participant deferral / active EE | $8,542 | $6,356+34.4% | $5,568+53.4% | $6,341+34.7% |
| Admin fee / account holder | $8,068 | $19,811-59.3% | $16,237-50.3% | $12,309-34.5% |