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 9-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 | $213,922 | $210,648+1.6% | $177,989+20.2% | $145,922+46.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.20% | 385.86%-368.7pp | 294.48%-277.3pp | 561.29%-544.1pp |
| Employer contribution / active EE | $14,868 | $4,565+225.7% | $3,949+276.5% | $4,660+219.1% |
| Participant deferral / active EE | $9,757 | $6,958+40.2% | $6,276+55.5% | $6,688+45.9% |
| Admin fee / account holder | $562 | $12,013-95.3% | $10,363-94.6% | $13,397-95.8% |