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 7-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 | $155,496 | $165,335-6.0% | $149,696+3.9% | $158,922-2.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 61.49% | 348.15%-286.7pp | 276.60%-215.1pp | 302.83%-241.3pp |
| Employer contribution / active EE | $9,828 | $5,103+92.6% | $4,644+111.6% | $4,761+106.4% |
| Participant deferral / active EE | $15,649 | $7,181+117.9% | $6,842+128.7% | $5,982+161.6% |
| Admin fee / account holder | $985 | $10,807-90.9% | $9,309-89.4% | $11,246-91.2% |