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 | $241,457 | $114,047+111.7% | $96,139+151.2% | $167,490+44.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 25.22% | 189.88%-164.7pp | 191.94%-166.7pp | 478.56%-453.3pp |
| Employer contribution / active EE | $12,065 | $3,427+252.1% | $2,797+331.4% | $4,837+149.4% |
| Participant deferral / active EE | $10,309 | $5,194+98.5% | $4,349+137.0% | $6,341+62.6% |
| Admin fee / account holder | $379 | $6,897-94.5% | $5,537-93.2% | $12,309-96.9% |