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 8-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 | $242,963 | $125,758+93.2% | $169,993+42.9% | $75,163+223.2% |
| Participation rate | 98.0% | 83.6%+14.4pp | 87.0%+11.0pp | 67.2%+30.8pp |
| Annual return | 21.59% | 27.20%-5.6pp | 53.37%-31.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $11,302 | $4,615+144.9% | $6,785+66.6% | $2,670+323.3% |
| Participant deferral / active EE | $17,907 | $6,837+161.9% | $10,408+72.1% | $4,125+334.1% |
| Admin fee / account holder | $12,666 | $8,173+55.0% | $12,815-1.2% | $5,651+124.1% |