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 | $200,887 | $165,335+21.5% | $149,696+34.2% | $158,922+26.4% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 21.63% | 348.15%-326.5pp | 276.60%-255.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $4,724 | $5,103-7.4% | $4,644+1.7% | $4,761-0.8% |
| Participant deferral / active EE | $6,425 | $7,181-10.5% | $6,842-6.1% | $5,982+7.4% |
| Admin fee / account holder | $779 | $10,807-92.8% | $9,309-91.6% | $11,246-93.1% |