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 9-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 | $162,087 | $209,411-22.6% | $178,490-9.2% | $158,922+2.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.95% | 188.75%-168.8pp | 151.07%-131.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $10,955 | $5,706+92.0% | $5,011+118.6% | $4,761+130.1% |
| Participant deferral / active EE | $9,750 | $5,954+63.7% | $5,202+87.4% | $5,982+63.0% |
| Admin fee / account holder | $849 | $17,074-95.0% | $13,984-93.9% | $11,246-92.5% |