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 | $175,536 | $202,318-13.2% | $172,739+1.6% | $152,861+14.8% |
| Participation rate | 79.2% | 87.1%-7.9pp | 82.6%-3.5pp | 82.4%-3.3pp |
| Annual return | 18.89% | 1029.65%-1010.8pp | 802.84%-783.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $34,373 | $5,856+487.0% | $5,143+568.4% | $4,762+621.8% |
| Participant deferral / active EE | $8,570 | $5,948+44.1% | $5,198+64.9% | $5,850+46.5% |
| Admin fee / account holder | $29,301 | $17,109+71.3% | $13,954+110.0% | $11,596+152.7% |