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 | $209,420 | $102,317+104.7% | $146,958+42.5% | $80,856+159.0% |
| Participation rate | 80.3% | 75.8%+4.4pp | 82.2%-1.9pp | 67.6%+12.6pp |
| Annual return | 22.48% | 134.76%-112.3pp | 418.34%-395.9pp | 35.59%-13.1pp |
| Employer contribution / active EE | $2,823 | $3,713-24.0% | $4,933-42.8% | $2,755+2.5% |
| Participant deferral / active EE | $7,250 | $6,644+9.1% | $8,070-10.2% | $4,296+68.8% |
| Admin fee / account holder | $6,968 | $7,941-12.3% | $12,998-46.4% | $6,918+0.7% |