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 | $185,942 | $183,963+1.1% | $162,163+14.7% | $152,861+21.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.06% | 150.76%-130.7pp | 115.59%-95.5pp | 345.32%-325.3pp |
| Employer contribution / active EE | $15,294 | $6,371+140.1% | $5,614+172.4% | $4,762+221.1% |
| Participant deferral / active EE | $14,873 | $8,034+85.1% | $7,298+103.8% | $5,850+154.2% |
| Admin fee / account holder | $411 | $13,121-96.9% | $10,843-96.2% | $11,596-96.5% |