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 | $218,051 | $159,901+36.4% | $146,958+48.4% | $145,922+49.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.19% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $17,791 | $5,286+236.6% | $4,933+260.7% | $4,660+281.8% |
| Participant deferral / active EE | $14,303 | $8,428+69.7% | $8,070+77.2% | $6,688+113.9% |
| Admin fee / account holder | $477 | $15,044-96.8% | $12,998-96.3% | $13,397-96.4% |