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 | $162,580 | $133,922+21.4% | $116,228+39.9% | $142,382+14.2% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.6%+19.6pp | 80.1%+14.0pp |
| Annual return | 11.64% | 147.76%-136.1pp | 90.06%-78.4pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,796 | $3,446+39.2% | $2,994+60.2% | $4,299+11.6% |
| Participant deferral / active EE | $12,279 | $5,672+116.5% | $4,953+147.9% | $6,507+88.7% |
| Admin fee / account holder | $21,337 | $14,945+42.8% | $11,989+78.0% | $12,624+69.0% |