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 | $210,781 | $168,632+25.0% | $147,614+42.8% | $125,391+68.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.68% | 77.65%-77.0pp | 61.98%-61.3pp | 282.22%-281.5pp |
| Employer contribution / active EE | $8,018 | $6,252+28.2% | $5,564+44.1% | $4,866+64.8% |
| Participant deferral / active EE | $6,979 | $5,507+26.7% | $4,895+42.6% | $5,352+30.4% |
| Admin fee / account holder | $1,402 | $13,580-89.7% | $11,611-87.9% | $9,540-85.3% |