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 | $160,644 | $159,602+0.7% | $150,045+7.1% | $142,382+12.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.39% | 70.24%-52.8pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $30,000 | $4,961+504.8% | $4,693+539.2% | $4,299+597.8% |
| Participant deferral / active EE | $28,167 | $8,310+238.9% | $7,997+252.2% | $6,507+332.9% |
| Admin fee / account holder | $597 | $14,846-96.0% | $13,435-95.6% | $12,624-95.3% |