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 7-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 | $239,476 | $102,317+134.1% | $146,958+63.0% | $80,856+196.2% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.2%+5.1pp | 67.6%+19.6pp |
| Annual return | 30.92% | 134.76%-103.8pp | 418.34%-387.4pp | 35.59%-4.7pp |
| Employer contribution / active EE | $18,657 | $3,713+402.5% | $4,933+278.2% | $2,755+577.2% |
| Participant deferral / active EE | $12,550 | $6,644+88.9% | $8,070+55.5% | $4,296+192.2% |
| Admin fee / account holder | $17,780 | $7,941+123.9% | $12,998+36.8% | $6,918+157.0% |