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 | $158,268 | $202,318-21.8% | $172,739-8.4% | $152,861+3.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.23% | 1029.65%-1009.4pp | 802.84%-782.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $8,778 | $5,856+49.9% | $5,143+70.7% | $4,762+84.3% |
| Participant deferral / active EE | $5,891 | $5,948-1.0% | $5,198+13.3% | $5,850+0.7% |
| Admin fee / account holder | $28,021 | $17,109+63.8% | $13,954+100.8% | $11,596+141.6% |