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 | $212,678 | $185,822+14.5% | $169,993+25.1% | $139,434+52.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.61% | 60.50%-39.9pp | 53.37%-32.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,769 | $7,590-63.5% | $6,785-59.2% | $4,751-41.7% |
| Participant deferral / active EE | $20,047 | $11,622+72.5% | $10,408+92.6% | $6,710+198.7% |
| Admin fee / account holder | $762 | $15,381-95.0% | $12,815-94.1% | $11,403-93.3% |