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 | $164,719 | $183,963-10.5% | $162,163+1.6% | $152,861+7.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.27% | 150.76%-137.5pp | 115.59%-102.3pp | 345.32%-332.0pp |
| Employer contribution / active EE | $7,923 | $6,371+24.4% | $5,614+41.1% | $4,762+66.4% |
| Participant deferral / active EE | $9,877 | $8,034+22.9% | $7,298+35.3% | $5,850+68.8% |
| Admin fee / account holder | $1,924 | $13,121-85.3% | $10,843-82.3% | $11,596-83.4% |