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 | $184,521 | $209,832-12.1% | $189,513-2.6% | $167,490+10.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.21% | 748.27%-734.1pp | 555.15%-540.9pp | 478.56%-464.3pp |
| Employer contribution / active EE | $15,481 | $6,914+123.9% | $6,162+151.3% | $4,837+220.0% |
| Participant deferral / active EE | $9,400 | $8,935+5.2% | $8,221+14.3% | $6,341+48.2% |
| Admin fee / account holder | $5,295 | $14,293-63.0% | $12,045-56.0% | $12,309-57.0% |