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 4-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 | $166,317 | $202,432-17.8% | $169,368-1.8% | $139,434+19.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 47.09% | 531.74%-484.6pp | 405.60%-358.5pp | 372.94%-325.9pp |
| Employer contribution / active EE | $6,400 | $4,692+36.4% | $4,013+59.5% | $4,751+34.7% |
| Participant deferral / active EE | $23,400 | $6,938+237.3% | $6,221+276.1% | $6,710+248.7% |
| Admin fee / account holder | $1,701 | $10,708-84.1% | $9,003-81.1% | $11,403-85.1% |