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 | $187,164 | $209,832-10.8% | $189,513-1.2% | $167,490+11.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.65% | 748.27%-734.6pp | 555.15%-541.5pp | 478.56%-464.9pp |
| Employer contribution / active EE | $9,872 | $6,914+42.8% | $6,162+60.2% | $4,837+104.1% |
| Participant deferral / active EE | $6,406 | $8,935-28.3% | $8,221-22.1% | $6,341+1.0% |
| Admin fee / account holder | $489 | $14,293-96.6% | $12,045-95.9% | $12,309-96.0% |