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 | $219,749 | $159,901+37.4% | $146,958+49.5% | $145,922+50.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.44% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $22,755 | $5,286+330.5% | $4,933+361.3% | $4,660+388.3% |
| Participant deferral / active EE | $17,671 | $8,428+109.7% | $8,070+119.0% | $6,688+164.2% |
| Admin fee / account holder | $37,353 | $15,044+148.3% | $12,998+187.4% | $13,397+178.8% |