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 | $187,998 | $172,478+9.0% | $145,661+29.1% | $142,382+32.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 20.58% | 151.09%-130.5pp | 101.46%-80.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $9,503 | $4,899+94.0% | $4,238+124.2% | $4,299+121.0% |
| Participant deferral / active EE | $21,828 | $8,348+161.5% | $7,198+203.2% | $6,507+235.4% |
| Admin fee / account holder | $473 | $16,864-97.2% | $12,466-96.2% | $12,624-96.3% |