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 | $193,225 | $176,056+9.8% | $159,436+21.2% | $167,490+15.4% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 22.17% | 331.75%-309.6pp | 263.57%-241.4pp | 478.56%-456.4pp |
| Employer contribution / active EE | $9,678 | $5,297+82.7% | $4,829+100.4% | $4,837+100.1% |
| Participant deferral / active EE | $5,772 | $7,750-25.5% | $7,352-21.5% | $6,341-9.0% |
| Admin fee / account holder | $768 | $12,554-93.9% | $10,799-92.9% | $12,309-93.8% |