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 | $231,479 | $169,032+36.9% | $129,207+79.2% | $145,922+58.6% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.6%+13.7pp | 80.3%+3.1pp |
| Annual return | 12.38% | 14330.11%-14317.7pp | 9417.33%-9404.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $7,656 | $5,537+38.3% | $4,153+84.3% | $4,660+64.3% |
| Participant deferral / active EE | $12,642 | $4,987+153.5% | $4,168+203.3% | $6,688+89.0% |
| Admin fee / account holder | $1,826 | $9,954-81.7% | $7,715-76.3% | $13,397-86.4% |