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 | $151,736 | $183,963-17.5% | $162,163-6.4% | $152,861-0.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.57% | 150.76%-121.2pp | 115.59%-86.0pp | 345.32%-315.8pp |
| Employer contribution / active EE | $25,022 | $6,371+292.8% | $5,614+345.7% | $4,762+425.4% |
| Participant deferral / active EE | $16,699 | $8,034+107.9% | $7,298+128.8% | $5,850+185.5% |
| Admin fee / account holder | $3,635 | $13,121-72.3% | $10,843-66.5% | $11,596-68.7% |