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 4-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 | $179,823 | $183,519-2.0% | $155,509+15.6% | $145,922+23.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.20% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $16,810 | $5,313+216.4% | $4,672+259.8% | $4,660+260.8% |
| Participant deferral / active EE | $16,020 | $6,462+147.9% | $5,626+184.7% | $6,688+139.5% |
| Admin fee / account holder | $649 | $19,313-96.6% | $15,912-95.9% | $13,397-95.2% |