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 | $218,331 | $74,888+191.5% | $71,209+206.6% | $142,382+53.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 14.67% | 345.14%-330.5pp | 282.51%-267.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $30,595 | $2,854+971.9% | $2,721+1024.4% | $4,299+611.7% |
| Participant deferral / active EE | $25,660 | $4,454+476.1% | $4,175+514.6% | $6,507+294.3% |
| Admin fee / account holder | $9,016 | $5,568+61.9% | $5,349+68.6% | $12,624-28.6% |