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 | $160,662 | $202,318-20.6% | $172,739-7.0% | $152,861+5.1% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.4%+12.3pp |
| Annual return | 21.36% | 1029.65%-1008.3pp | 802.84%-781.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $9,464 | $5,856+61.6% | $5,143+84.0% | $4,762+98.7% |
| Participant deferral / active EE | $4,711 | $5,948-20.8% | $5,198-9.4% | $5,850-19.5% |
| Admin fee / account holder | $5,061 | $17,109-70.4% | $13,954-63.7% | $11,596-56.4% |