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 9-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 | $241,082 | $214,378+12.5% | $200,582+20.2% | $142,382+69.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 71.16% | 46.41%+24.8pp | 42.33%+28.8pp | 217.08%-145.9pp |
| Employer contribution / active EE | $1,875 | $6,841-72.6% | $6,419-70.8% | $4,299-56.4% |
| Participant deferral / active EE | $9,000 | $9,865-8.8% | $9,331-3.5% | $6,507+38.3% |
| Admin fee / account holder | $13,475 | $17,692-23.8% | $16,305-17.4% | $12,624+6.7% |