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 | $150,540 | $209,411-28.1% | $178,490-15.7% | $158,922-5.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 50.04% | 188.75%-138.7pp | 151.07%-101.0pp | 302.83%-252.8pp |
| Employer contribution / active EE | $8,243 | $5,706+44.5% | $5,011+64.5% | $4,761+73.1% |
| Participant deferral / active EE | $6,897 | $5,954+15.8% | $5,202+32.6% | $5,982+15.3% |
| Admin fee / account holder | $1,222 | $17,074-92.8% | $13,984-91.3% | $11,246-89.1% |