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 | $168,506 | $158,398+6.4% | $126,539+33.2% | $142,382+18.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.38% | 593.76%-580.4pp | 425.95%-412.6pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,253 | $4,650-30.0% | $3,674-11.5% | $4,299-24.3% |
| Participant deferral / active EE | $5,926 | $4,767+24.3% | $4,083+45.2% | $6,507-8.9% |
| Admin fee / account holder | $378 | $6,918-94.5% | $6,065-93.8% | $12,624-97.0% |