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 | $176,937 | $202,318-12.5% | $172,739+2.4% | $152,861+15.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.26% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,232 | $5,856-61.9% | $5,143-56.6% | $4,762-53.1% |
| Participant deferral / active EE | $3,237 | $5,948-45.6% | $5,198-37.7% | $5,850-44.7% |
| Admin fee / account holder | $9,898 | $17,109-42.1% | $13,954-29.1% | $11,596-14.6% |