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 | $175,406 | $202,318-13.3% | $172,739+1.5% | $152,861+14.7% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 21.85% | 1029.65%-1007.8pp | 802.84%-781.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,110 | $5,856-46.9% | $5,143-39.5% | $4,762-34.7% |
| Participant deferral / active EE | $6,688 | $5,948+12.4% | $5,198+28.7% | $5,850+14.3% |
| Admin fee / account holder | $2,289 | $17,109-86.6% | $13,954-83.6% | $11,596-80.3% |