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 | $211,008 | $175,202+20.4% | $149,673+41.0% | $139,434+51.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 20.53% | 166.71%-146.2pp | 134.42%-113.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $8,625 | $5,474+57.6% | $4,818+79.0% | $4,751+81.6% |
| Participant deferral / active EE | $9,803 | $6,519+50.4% | $5,680+72.6% | $6,710+46.1% |
| Admin fee / account holder | $984 | $16,150-93.9% | $13,210-92.6% | $11,403-91.4% |