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 | $190,930 | $197,591-3.4% | $177,821+7.4% | $158,922+20.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.37% | 58.76%-31.4pp | 48.32%-21.0pp | 302.83%-275.5pp |
| Employer contribution / active EE | $2,950 | $6,697-56.0% | $5,918-50.2% | $4,761-38.0% |
| Participant deferral / active EE | $11,748 | $8,405+39.8% | $7,714+52.3% | $5,982+96.4% |
| Admin fee / account holder | $4,027 | $15,399-73.9% | $12,427-67.6% | $11,246-64.2% |