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 | $167,043 | $169,032-1.2% | $129,207+29.3% | $145,922+14.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.84% | 14330.11%-14320.3pp | 9417.33%-9407.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $4,722 | $5,537-14.7% | $4,153+13.7% | $4,660+1.3% |
| Participant deferral / active EE | $10,250 | $4,987+105.5% | $4,168+145.9% | $6,688+53.3% |
| Admin fee / account holder | $998 | $9,954-90.0% | $7,715-87.1% | $13,397-92.6% |