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 | $239,007 | $167,484+42.7% | $151,611+57.6% | $134,475+77.7% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.5%+7.5pp | 81.2%+13.8pp |
| Annual return | 69.55% | 7.80%+61.8pp | 3.33%+66.2pp | 417.96%-348.4pp |
| Employer contribution / active EE | $2,782 | $6,829-59.3% | $6,166-54.9% | $4,740-41.3% |
| Participant deferral / active EE | $8,020 | $8,986-10.7% | $8,363-4.1% | $6,400+25.3% |
| Admin fee / account holder | $295,612 | $13,783+2044.8% | $11,616+2444.9% | $11,426+2487.2% |