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 | $217,028 | $159,901+35.7% | $146,958+47.7% | $145,922+48.7% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 12.04% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $13,320 | $5,286+152.0% | $4,933+170.0% | $4,660+185.9% |
| Participant deferral / active EE | $11,787 | $8,428+39.9% | $8,070+46.1% | $6,688+76.2% |
| Admin fee / account holder | $436 | $15,044-97.1% | $12,998-96.6% | $13,397-96.7% |