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 | $179,401 | $202,432-11.4% | $169,368+5.9% | $139,434+28.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.35% | 531.74%-515.4pp | 405.60%-389.2pp | 372.94%-356.6pp |
| Employer contribution / active EE | $9,284 | $4,692+97.9% | $4,013+131.4% | $4,751+95.4% |
| Participant deferral / active EE | $12,624 | $6,938+82.0% | $6,221+102.9% | $6,710+88.1% |
| Admin fee / account holder | $67,026 | $10,708+525.9% | $9,003+644.5% | $11,403+487.8% |