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 | $178,162 | $202,318-11.9% | $172,739+3.1% | $152,861+16.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.69% | 1029.65%-1008.0pp | 802.84%-781.2pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,565 | $5,856-39.1% | $5,143-30.7% | $4,762-25.1% |
| Participant deferral / active EE | $7,691 | $5,948+29.3% | $5,198+48.0% | $5,850+31.5% |
| Admin fee / account holder | $65,684 | $17,109+283.9% | $13,954+370.7% | $11,596+466.4% |