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 | $231,124 | $111,724+106.9% | $93,606+146.9% | $145,922+58.4% |
| Participation rate | 78.3% | 74.2%+4.1pp | 68.7%+9.5pp | 80.3%-2.0pp |
| Annual return | 17.72% | 202.98%-185.3pp | 133.20%-115.5pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,499 | $3,090-19.1% | $2,420+3.3% | $4,660-46.4% |
| Participant deferral / active EE | $7,169 | $4,912+45.9% | $4,411+62.5% | $6,688+7.2% |
| Admin fee / account holder | $7,213 | $10,250-29.6% | $8,285-12.9% | $13,397-46.2% |