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 | $112,336 | $93,571+20.1% | $135,903-17.3% | $75,163+49.5% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 79.12% | 30.90%+48.2pp | 68.23%+10.9pp | 160.62%-81.5pp |
| Employer contribution / active EE | $12,356 | $3,537+249.4% | $4,856+154.4% | $2,670+362.8% |
| Participant deferral / active EE | $14,022 | $6,404+119.0% | $7,758+80.8% | $4,125+239.9% |
| Admin fee / account holder | $598 | $6,975-91.4% | $10,762-94.4% | $5,651-89.4% |