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 | $158,187 | $159,901-1.1% | $146,958+7.6% | $145,922+8.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 128.20% | 98.13%+30.1pp | 418.34%-290.1pp | 561.29%-433.1pp |
| Employer contribution / active EE | $14,169 | $5,286+168.0% | $4,933+187.2% | $4,660+204.1% |
| Participant deferral / active EE | $12,726 | $8,428+51.0% | $8,070+57.7% | $6,688+90.3% |
| Admin fee / account holder | $1,890 | $15,044-87.4% | $12,998-85.5% | $13,397-85.9% |