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 | $206,746 | $74,888+176.1% | $71,209+190.3% | $142,382+45.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 14.93% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $17,405 | $2,854+509.8% | $2,721+539.7% | $4,299+304.8% |
| Participant deferral / active EE | $4,867 | $4,454+9.3% | $4,175+16.6% | $6,507-25.2% |
| Admin fee / account holder | $24,566 | $5,568+341.2% | $5,349+359.3% | $12,624+94.6% |