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 | $220,923 | $176,056+25.5% | $159,436+38.6% | $167,490+31.9% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 11.46% | 331.75%-320.3pp | 263.57%-252.1pp | 478.56%-467.1pp |
| Employer contribution / active EE | $12,831 | $5,297+142.2% | $4,829+165.7% | $4,837+165.2% |
| Participant deferral / active EE | $14,233 | $7,750+83.6% | $7,352+93.6% | $6,341+124.4% |
| Admin fee / account holder | $123,650 | $12,554+884.9% | $10,799+1045.1% | $12,309+904.5% |