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 | $145,192 | $202,432-28.3% | $169,368-14.3% | $139,434+4.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.37% | 531.74%-513.4pp | 405.60%-387.2pp | 372.94%-354.6pp |
| Employer contribution / active EE | $8,986 | $4,692+91.5% | $4,013+123.9% | $4,751+89.1% |
| Participant deferral / active EE | $12,141 | $6,938+75.0% | $6,221+95.1% | $6,710+80.9% |
| Admin fee / account holder | $1,467 | $10,708-86.3% | $9,003-83.7% | $11,403-87.1% |