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 9-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 | $222,048 | $107,934+105.7% | $91,989+141.4% | $152,861+45.3% |
| Participation rate | 83.3% | 81.2%+2.2pp | 78.6%+4.7pp | 82.4%+0.9pp |
| Annual return | 26.87% | 89.24%-62.4pp | 69.02%-42.1pp | 345.32%-318.4pp |
| Employer contribution / active EE | $6,720 | $4,210+59.6% | $3,452+94.7% | $4,762+41.1% |
| Participant deferral / active EE | $14,377 | $6,364+125.9% | $5,923+142.7% | $5,850+145.7% |
| Admin fee / account holder | $312 | $10,520-97.0% | $7,743-96.0% | $11,596-97.3% |