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 | $184,872 | $217,402-15.0% | $185,823-0.5% | $167,490+10.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.62% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $12,090 | $5,873+105.9% | $5,167+134.0% | $4,837+149.9% |
| Participant deferral / active EE | $2,785 | $6,356-56.2% | $5,568-50.0% | $6,341-56.1% |
| Admin fee / account holder | $418 | $19,811-97.9% | $16,237-97.4% | $12,309-96.6% |