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 | $234,432 | $183,963+27.4% | $162,163+44.6% | $152,861+53.4% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 20.44% | 150.76%-130.3pp | 115.59%-95.1pp | 345.32%-324.9pp |
| Employer contribution / active EE | $33,871 | $6,371+431.7% | $5,614+503.4% | $4,762+611.2% |
| Participant deferral / active EE | $11,203 | $8,034+39.4% | $7,298+53.5% | $5,850+91.5% |
| Admin fee / account holder | $457 | $13,121-96.5% | $10,843-95.8% | $11,596-96.1% |