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 | $168,347 | $202,432-16.8% | $169,368-0.6% | $139,434+20.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.44% | 531.74%-507.3pp | 405.60%-381.2pp | 372.94%-348.5pp |
| Employer contribution / active EE | $7,442 | $4,692+58.6% | $4,013+85.4% | $4,751+56.6% |
| Participant deferral / active EE | $4,688 | $6,938-32.4% | $6,221-24.6% | $6,710-30.1% |
| Admin fee / account holder | $3,476 | $10,708-67.5% | $9,003-61.4% | $11,403-69.5% |