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 9-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 | $152,574 | $209,832-27.3% | $189,513-19.5% | $167,490-8.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 32.26% | 748.27%-716.0pp | 555.15%-522.9pp | 478.56%-446.3pp |
| Employer contribution / active EE | $12,375 | $6,914+79.0% | $6,162+100.8% | $4,837+155.8% |
| Participant deferral / active EE | $20,858 | $8,935+133.4% | $8,221+153.7% | $6,341+228.9% |
| Admin fee / account holder | $1,353 | $14,293-90.5% | $12,045-88.8% | $12,309-89.0% |