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 | $161,208 | $159,901+0.8% | $146,958+9.7% | $145,922+10.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.19% | 98.13%-76.9pp | 418.34%-397.2pp | 561.29%-540.1pp |
| Employer contribution / active EE | $4,982 | $5,286-5.8% | $4,933+1.0% | $4,660+6.9% |
| Participant deferral / active EE | $4,550 | $8,428-46.0% | $8,070-43.6% | $6,688-32.0% |
| Admin fee / account holder | $698 | $15,044-95.4% | $12,998-94.6% | $13,397-94.8% |