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 | $228,758 | $100,041+128.7% | $149,718+52.8% | $70,131+226.2% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.1%+1.8pp | 69.5%+19.3pp |
| Annual return | 20.91% | 27.43%-6.5pp | 1501.63%-1480.7pp | 73.14%-52.2pp |
| Employer contribution / active EE | $3,817 | $3,662+4.2% | $5,445-29.9% | $2,342+63.0% |
| Participant deferral / active EE | $9,845 | $4,983+97.6% | $6,569+49.9% | $3,332+195.5% |
| Admin fee / account holder | $1,222 | $8,286-85.3% | $11,283-89.2% | $4,645-73.7% |