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 | $163,577 | $156,846+4.3% | $121,098+35.1% | $139,434+17.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.18% | 1474.56%-1461.4pp | 985.75%-972.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $7,671 | $5,536+38.6% | $4,164+84.2% | $4,751+61.5% |
| Participant deferral / active EE | $7,612 | $4,844+57.1% | $4,080+86.6% | $6,710+13.4% |
| Admin fee / account holder | $16,027 | $6,946+130.7% | $5,644+183.9% | $11,403+40.6% |