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 | $207,862 | $183,963+13.0% | $162,163+28.2% | $152,861+36.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.74% | 150.76%-126.0pp | 115.59%-90.8pp | 345.32%-320.6pp |
| Employer contribution / active EE | $5,540 | $6,371-13.0% | $5,614-1.3% | $4,762+16.3% |
| Participant deferral / active EE | $11,531 | $8,034+43.5% | $7,298+58.0% | $5,850+97.1% |
| Admin fee / account holder | $2,874 | $13,121-78.1% | $10,843-73.5% | $11,596-75.2% |