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 4-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 | $241,140 | $217,402+10.9% | $185,823+29.8% | $167,490+44.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.70% | 148.36%-136.7pp | 122.05%-110.3pp | 478.56%-466.9pp |
| Employer contribution / active EE | $3,890 | $5,873-33.8% | $5,167-24.7% | $4,837-19.6% |
| Participant deferral / active EE | $3,598 | $6,356-43.4% | $5,568-35.4% | $6,341-43.3% |
| Admin fee / account holder | $11,297 | $19,811-43.0% | $16,237-30.4% | $12,309-8.2% |