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 | $152,810 | $202,318-24.5% | $172,739-11.5% | $152,8610% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.05% | 1029.65%-1009.6pp | 802.84%-782.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $9,409 | $5,856+60.7% | $5,143+82.9% | $4,762+97.6% |
| Participant deferral / active EE | $12,520 | $5,948+110.5% | $5,198+140.9% | $5,850+114.0% |
| Admin fee / account holder | $6,391 | $17,109-62.6% | $13,954-54.2% | $11,596-44.9% |