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 | $197,172 | $209,832-6.0% | $189,513+4.0% | $167,490+17.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.86% | 748.27%-729.4pp | 555.15%-536.3pp | 478.56%-459.7pp |
| Employer contribution / active EE | $9,969 | $6,914+44.2% | $6,162+61.8% | $4,837+106.1% |
| Participant deferral / active EE | $11,887 | $8,935+33.0% | $8,221+44.6% | $6,341+87.5% |
| Admin fee / account holder | $557 | $14,293-96.1% | $12,045-95.4% | $12,309-95.5% |