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 9-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 | $217,174 | $209,411+3.7% | $178,490+21.7% | $158,922+36.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.15% | 188.75%-180.6pp | 151.07%-142.9pp | 302.83%-294.7pp |
| Employer contribution / active EE | $15,251 | $5,706+167.3% | $5,011+204.4% | $4,761+220.3% |
| Participant deferral / active EE | $7,226 | $5,954+21.4% | $5,202+38.9% | $5,982+20.8% |
| Admin fee / account holder | $4,218 | $17,074-75.3% | $13,984-69.8% | $11,246-62.5% |