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 6-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 | $241,122 | $138,044+74.7% | $125,339+92.4% | $134,475+79.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 16.07% | 750.33%-734.3pp | 572.05%-556.0pp | 417.96%-401.9pp |
| Employer contribution / active EE | $2,244 | $5,243-57.2% | $4,814-53.4% | $4,740-52.7% |
| Participant deferral / active EE | $10,205 | $7,799+30.9% | $7,446+37.0% | $6,400+59.5% |
| Admin fee / account holder | $25,724 | $11,571+122.3% | $10,010+157.0% | $11,426+125.1% |