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 | $175,434 | $202,318-13.3% | $172,739+1.6% | $152,861+14.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.01% | 1029.65%-1009.6pp | 802.84%-782.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $8,950 | $5,856+52.8% | $5,143+74.0% | $4,762+87.9% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,850+42.4% |
| Admin fee / account holder | $7,682 | $17,109-55.1% | $13,954-44.9% | $11,596-33.8% |