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 10-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 | $184,291 | $202,318-8.9% | $172,739+6.7% | $152,861+20.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 33.90% | 1029.65%-995.7pp | 802.84%-768.9pp | 345.32%-311.4pp |
| Employer contribution / active EE | $8,796 | $5,856+50.2% | $5,143+71.0% | $4,762+84.7% |
| Participant deferral / active EE | $4,485 | $5,948-24.6% | $5,198-13.7% | $5,850-23.3% |
| Admin fee / account holder | $656 | $17,109-96.2% | $13,954-95.3% | $11,596-94.3% |