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 4-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 | $211,028 | $209,832+0.6% | $189,513+11.4% | $167,490+26.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $7,768 | $6,914+12.4% | $6,162+26.1% | $4,837+60.6% |
| Participant deferral / active EE | $20,005 | $8,935+123.9% | $8,221+143.3% | $6,341+215.5% |
| Admin fee / account holder | $4,167 | $14,293-70.8% | $12,045-65.4% | $12,309-66.1% |