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 | $213,641 | $177,572+20.3% | $154,803+38.0% | $142,382+50.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.28% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $23,423 | $4,810+386.9% | $4,305+444.0% | $4,299+444.8% |
| Participant deferral / active EE | $10,881 | $6,272+73.5% | $5,540+96.4% | $6,507+67.2% |
| Admin fee / account holder | $2,102 | $16,786-87.5% | $14,329-85.3% | $12,624-83.3% |