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 | $245,718 | $183,963+33.6% | $162,163+51.5% | $152,861+60.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 28.31% | 150.76%-122.4pp | 115.59%-87.3pp | 345.32%-317.0pp |
| Employer contribution / active EE | $10,191 | $6,371+60.0% | $5,614+81.5% | $4,762+114.0% |
| Participant deferral / active EE | $19,475 | $8,034+142.4% | $7,298+166.9% | $5,850+232.9% |
| Admin fee / account holder | $330 | $13,121-97.5% | $10,843-97.0% | $11,596-97.2% |