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 7-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 | $214,081 | $177,572+20.6% | $154,803+38.3% | $142,382+50.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.68% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,251 | $4,810-32.4% | $4,305-24.5% | $4,299-24.4% |
| Participant deferral / active EE | $14,398 | $6,272+129.6% | $5,540+159.9% | $6,507+121.3% |
| Admin fee / account holder | $3,217 | $16,786-80.8% | $14,329-77.6% | $12,624-74.5% |