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 6-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 | $194,385 | $209,411-7.2% | $178,490+8.9% | $158,922+22.3% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $8,623 | $5,706+51.1% | $5,011+72.1% | $4,761+81.1% |
| Participant deferral / active EE | $3,641 | $5,954-38.9% | $5,202-30.0% | $5,982-39.1% |
| Admin fee / account holder | $1,358 | $17,074-92.0% | $13,984-90.3% | $11,246-87.9% |