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 3-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 | $210,857 | $177,572+18.7% | $154,803+36.2% | $142,382+48.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 199.41% | 65.07%+134.3pp | 58.88%+140.5pp | 217.08%-17.7pp |
| Employer contribution / active EE | $9,555 | $4,810+98.6% | $4,305+121.9% | $4,299+122.2% |
| Participant deferral / active EE | $12,163 | $6,272+93.9% | $5,540+119.5% | $6,507+86.9% |
| Admin fee / account holder | $1,820 | $16,786-89.2% | $14,329-87.3% | $12,624-85.6% |