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 | $206,036 | $197,591+4.3% | $177,821+15.9% | $158,922+29.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 32.47% | 58.76%-26.3pp | 48.32%-15.9pp | 302.83%-270.4pp |
| Employer contribution / active EE | $21,300 | $6,697+218.0% | $5,918+259.9% | $4,761+347.4% |
| Participant deferral / active EE | $17,021 | $8,405+102.5% | $7,714+120.6% | $5,982+184.5% |
| Admin fee / account holder | $18,137 | $15,399+17.8% | $12,427+45.9% | $11,246+61.3% |