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 | $171,323 | $180,449-5.1% | $154,107+11.2% | $135,375+26.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.71% | 888.09%-887.4pp | 735.12%-734.4pp | 519.73%-519.0pp |
| Employer contribution / active EE | $8,750 | $6,035+45.0% | $5,298+65.2% | $4,779+83.1% |
| Participant deferral / active EE | $11,119 | $5,806+91.5% | $5,081+118.9% | $5,609+98.2% |
| Admin fee / account holder | $81,185 | $16,143+402.9% | $13,411+505.4% | $10,827+649.8% |