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 | $140,393 | $202,318-30.6% | $172,739-18.7% | $152,861-8.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.95% | 1029.65%-1010.7pp | 802.84%-783.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $11,677 | $5,856+99.4% | $5,143+127.1% | $4,762+145.2% |
| Participant deferral / active EE | $5,582 | $5,948-6.2% | $5,198+7.4% | $5,850-4.6% |
| Admin fee / account holder | $15,797 | $17,109-7.7% | $13,954+13.2% | $11,596+36.2% |