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 | $204,237 | $105,181+94.2% | $159,436+28.1% | $85,850+137.9% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.8%-6.8pp | 69.3%+6.7pp |
| Annual return | 14.33% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,499 | $3,318-24.7% | $4,829-48.3% | $2,565-2.6% |
| Participant deferral / active EE | $10,019 | $5,945+68.5% | $7,352+36.3% | $3,952+153.5% |
| Admin fee / account holder | $21,866 | $6,933+215.4% | $10,799+102.5% | $6,260+249.3% |