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 | $202,784 | $96,305+110.6% | $80,569+151.7% | $139,434+45.4% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 27.23% | 1350.08%-1322.9pp | 935.43%-908.2pp | 372.94%-345.7pp |
| Employer contribution / active EE | $989 | $3,262-69.7% | $2,723-63.7% | $4,751-79.2% |
| Participant deferral / active EE | $5,280 | $5,232+0.9% | $4,447+18.7% | $6,710-21.3% |
| Admin fee / account holder | $1,869 | $6,599-71.7% | $5,377-65.2% | $11,403-83.6% |