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 9-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 | $176,136 | $165,984+6.1% | $164,813+6.9% | $145,922+20.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.77% | 100.03%-86.3pp | 69.93%-56.2pp | 561.29%-547.5pp |
| Employer contribution / active EE | $19,230 | $5,273+264.7% | $4,341+343.0% | $4,660+312.7% |
| Participant deferral / active EE | $9,532 | $6,959+37.0% | $6,031+58.0% | $6,688+42.5% |
| Admin fee / account holder | $10,243 | $16,648-38.5% | $12,690-19.3% | $13,397-23.5% |