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 3-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 | $161,707 | $158,398+2.1% | $126,539+27.8% | $142,382+13.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.50% | 593.76%-575.3pp | 425.95%-407.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $9,896 | $4,650+112.8% | $3,674+169.3% | $4,299+130.2% |
| Participant deferral / active EE | $6,806 | $4,767+42.8% | $4,083+66.7% | $6,507+4.6% |
| Admin fee / account holder | $888 | $6,918-87.2% | $6,065-85.4% | $12,624-93.0% |