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 | $227,813 | $150,440+51.4% | $136,294+67.1% | $147,584+54.4% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 20.01% | 1049.08%-1029.1pp | 5155.94%-5135.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $4,809 | $5,256-8.5% | $4,695+2.4% | $4,876-1.4% |
| Participant deferral / active EE | $4,962 | $6,630-25.2% | $6,247-20.6% | $5,439-8.8% |
| Admin fee / account holder | $9,416 | $10,905-13.7% | $9,243+1.9% | $10,885-13.5% |