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 | $160,375 | $202,318-20.7% | $172,739-7.2% | $152,861+4.9% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.4%+12.3pp |
| Annual return | 23.43% | 1029.65%-1006.2pp | 802.84%-779.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $7,105 | $5,856+21.3% | $5,143+38.2% | $4,762+49.2% |
| Participant deferral / active EE | $4,498 | $5,948-24.4% | $5,198-13.5% | $5,850-23.1% |
| Admin fee / account holder | $1,215 | $17,109-92.9% | $13,954-91.3% | $11,596-89.5% |