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 | $178,430 | $202,318-11.8% | $172,739+3.3% | $152,861+16.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.76% | 1029.65%-1002.9pp | 802.84%-776.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $4,127 | $5,856-29.5% | $5,143-19.8% | $4,762-13.3% |
| Participant deferral / active EE | $4,206 | $5,948-29.3% | $5,198-19.1% | $5,850-28.1% |
| Admin fee / account holder | $13,372 | $17,109-21.8% | $13,954-4.2% | $11,596+15.3% |