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 | $177,460 | $177,572-0.1% | $154,803+14.6% | $142,382+24.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 50.61% | 65.07%-14.5pp | 58.88%-8.3pp | 217.08%-166.5pp |
| Employer contribution / active EE | $12,379 | $4,810+157.3% | $4,305+187.5% | $4,299+187.9% |
| Participant deferral / active EE | $2,583 | $6,272-58.8% | $5,540-53.4% | $6,507-60.3% |
| Admin fee / account holder | $962 | $16,786-94.3% | $14,329-93.3% | $12,624-92.4% |