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 | $216,536 | $209,832+3.2% | $189,513+14.3% | $167,490+29.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.64% | 748.27%-733.6pp | 555.15%-540.5pp | 478.56%-463.9pp |
| Employer contribution / active EE | $3,518 | $6,914-49.1% | $6,162-42.9% | $4,837-27.3% |
| Participant deferral / active EE | $13,903 | $8,935+55.6% | $8,221+69.1% | $6,341+119.2% |
| Admin fee / account holder | $716 | $14,293-95.0% | $12,045-94.1% | $12,309-94.2% |