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 | $188,160 | $202,318-7.0% | $172,739+8.9% | $152,861+23.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.55% | 1029.65%-1005.1pp | 802.84%-778.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $8,674 | $5,856+48.1% | $5,143+68.7% | $4,762+82.1% |
| Participant deferral / active EE | $5,614 | $5,948-5.6% | $5,198+8.0% | $5,850-4.0% |
| Admin fee / account holder | $991 | $17,109-94.2% | $13,954-92.9% | $11,596-91.5% |