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 | $203,884 | $210,648-3.2% | $177,989+14.5% | $145,922+39.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.65% | 385.86%-373.2pp | 294.48%-281.8pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,805 | $4,565-38.5% | $3,949-29.0% | $4,660-39.8% |
| Participant deferral / active EE | $3,121 | $6,958-55.2% | $6,276-50.3% | $6,688-53.3% |
| Admin fee / account holder | $6,885 | $12,013-42.7% | $10,363-33.6% | $13,397-48.6% |