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 | $164,140 | $202,318-18.9% | $172,739-5.0% | $152,861+7.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.09% | 1029.65%-1002.6pp | 802.84%-775.7pp | 345.32%-318.2pp |
| Employer contribution / active EE | $14,464 | $5,856+147.0% | $5,143+181.2% | $4,762+203.7% |
| Participant deferral / active EE | $10,534 | $5,948+77.1% | $5,198+102.7% | $5,850+80.1% |
| Admin fee / account holder | $5,310 | $17,109-69.0% | $13,954-61.9% | $11,596-54.2% |