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 | $217,024 | $118,680+82.9% | $98,907+119.4% | $158,922+36.6% |
| Participation rate | 90.0% | 77.8%+12.2pp | 76.0%+14.0pp | 82.0%+8.0pp |
| Annual return | 13.21% | 372.35%-359.1pp | 196.43%-183.2pp | 302.83%-289.6pp |
| Employer contribution / active EE | $4,816 | $3,333+44.5% | $2,689+79.1% | $4,761+1.2% |
| Participant deferral / active EE | $7,668 | $5,088+50.7% | $4,244+80.7% | $5,982+28.2% |
| Admin fee / account holder | $10,118 | $10,131-0.1% | $6,642+52.3% | $11,246-10.0% |