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 | $207,942 | $111,724+86.1% | $93,606+122.1% | $145,922+42.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 14.24% | 202.98%-188.7pp | 133.20%-119.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $14,664 | $3,090+374.6% | $2,420+506.0% | $4,660+214.7% |
| Participant deferral / active EE | $6,882 | $4,912+40.1% | $4,411+56.0% | $6,688+2.9% |
| Admin fee / account holder | $763 | $10,250-92.6% | $8,285-90.8% | $13,397-94.3% |