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 | $208,130 | $148,534+40.1% | $135,903+53.1% | $139,434+49.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.86% | 79.19%-59.3pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $9,134 | $5,243+74.2% | $4,856+88.1% | $4,751+92.3% |
| Participant deferral / active EE | $22,500 | $8,100+177.8% | $7,758+190.0% | $6,710+235.3% |
| Admin fee / account holder | $660 | $12,400-94.7% | $10,762-93.9% | $11,403-94.2% |