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 | $181,194 | $202,318-10.4% | $172,739+4.9% | $152,861+18.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.14% | 1029.65%-1005.5pp | 802.84%-778.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $4,414 | $5,856-24.6% | $5,143-14.2% | $4,762-7.3% |
| Participant deferral / active EE | $8,274 | $5,948+39.1% | $5,198+59.2% | $5,850+41.4% |
| Admin fee / account holder | $585 | $17,109-96.6% | $13,954-95.8% | $11,596-95.0% |