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 8-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 | $232,696 | $183,519+26.8% | $155,509+49.6% | $145,922+59.5% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 13.12% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.2pp |
| Employer contribution / active EE | $9,539 | $5,313+79.6% | $4,672+104.2% | $4,660+104.7% |
| Participant deferral / active EE | $10,054 | $6,462+55.6% | $5,626+78.7% | $6,688+50.3% |
| Admin fee / account holder | $23,771 | $19,313+23.1% | $15,912+49.4% | $13,397+77.4% |