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 | $209,599 | $210,648-0.5% | $177,989+17.8% | $145,922+43.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.93% | 385.86%-366.9pp | 294.48%-275.6pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,572 | $4,565-43.7% | $3,949-34.9% | $4,660-44.8% |
| Participant deferral / active EE | $15,689 | $6,958+125.5% | $6,276+150.0% | $6,688+134.6% |
| Admin fee / account holder | $1,293 | $12,013-89.2% | $10,363-87.5% | $13,397-90.4% |