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 | $165,152 | $176,812-6.6% | $146,665+12.6% | $167,490-1.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 57.98% | 24.03%+34.0pp | 22.74%+35.2pp | 478.56%-420.6pp |
| Employer contribution / active EE | $14,000 | $5,160+171.3% | $4,136+238.5% | $4,837+189.4% |
| Participant deferral / active EE | $10,400 | $6,440+61.5% | $5,506+88.9% | $6,341+64.0% |
| Admin fee / account holder | $4,829 | $13,259-63.6% | $10,280-53.0% | $12,309-60.8% |