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 | $134,402 | $138,044-2.6% | $125,339+7.2% | $134,475-0.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 22.37% | 750.33%-728.0pp | 572.05%-549.7pp | 417.96%-395.6pp |
| Employer contribution / active EE | $8,342 | $5,243+59.1% | $4,814+73.3% | $4,740+76.0% |
| Participant deferral / active EE | $14,822 | $7,799+90.1% | $7,446+99.1% | $6,400+131.6% |
| Admin fee / account holder | $719 | $11,571-93.8% | $10,010-92.8% | $11,426-93.7% |