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 | $176,739 | $202,318-12.6% | $172,739+2.3% | $152,861+15.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.45% | 1029.65%-1012.2pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $15,521 | $5,856+165.0% | $5,143+201.8% | $4,762+225.9% |
| Participant deferral / active EE | $2,225 | $5,948-62.6% | $5,198-57.2% | $5,850-62.0% |
| Admin fee / account holder | $4,520 | $17,109-73.6% | $13,954-67.6% | $11,596-61.0% |