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 | $224,659 | $165,984+35.4% | $164,813+36.3% | $145,922+54.0% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 23.14% | 100.03%-76.9pp | 69.93%-46.8pp | 561.29%-538.1pp |
| Employer contribution / active EE | $4,483 | $5,273-15.0% | $4,341+3.3% | $4,660-3.8% |
| Participant deferral / active EE | $10,909 | $6,959+56.8% | $6,031+80.9% | $6,688+63.1% |
| Admin fee / account holder | $4,105 | $16,648-75.3% | $12,690-67.7% | $13,397-69.4% |