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 | $179,512 | $209,832-14.4% | $189,513-5.3% | $167,490+7.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.00% | 748.27%-733.3pp | 555.15%-540.2pp | 478.56%-463.6pp |
| Employer contribution / active EE | $8,594 | $6,914+24.3% | $6,162+39.5% | $4,837+77.7% |
| Participant deferral / active EE | $7,867 | $8,935-12.0% | $8,221-4.3% | $6,341+24.1% |
| Admin fee / account holder | $824 | $14,293-94.2% | $12,045-93.2% | $12,309-93.3% |