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 | $168,889 | $160,055+5.5% | $140,016+20.6% | $135,375+24.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.52% | 911.38%-909.9pp | 651.12%-649.6pp | 519.73%-518.2pp |
| Employer contribution / active EE | $9,014 | $6,420+40.4% | $5,606+60.8% | $4,779+88.6% |
| Participant deferral / active EE | $13,520 | $7,642+76.9% | $6,927+95.2% | $5,609+141.1% |
| Admin fee / account holder | $4,056 | $13,328-69.6% | $10,705-62.1% | $10,827-62.5% |