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 | $176,450 | $209,832-15.9% | $189,513-6.9% | $167,490+5.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.16% | 748.27%-734.1pp | 555.15%-541.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $8,494 | $6,914+22.9% | $6,162+37.9% | $4,837+75.6% |
| Participant deferral / active EE | $6,708 | $8,935-24.9% | $8,221-18.4% | $6,341+5.8% |
| Admin fee / account holder | $994 | $14,293-93.0% | $12,045-91.7% | $12,309-91.9% |