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 | $199,574 | $165,984+20.2% | $164,813+21.1% | $145,922+36.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.30% | 100.03%-83.7pp | 69.93%-53.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $12,733 | $5,273+141.5% | $4,341+193.3% | $4,660+173.3% |
| Participant deferral / active EE | $9,183 | $6,959+32.0% | $6,031+52.3% | $6,688+37.3% |
| Admin fee / account holder | $934 | $16,648-94.4% | $12,690-92.6% | $13,397-93.0% |