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 9-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 | $167,741 | $209,832-20.1% | $189,513-11.5% | $167,490+0.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.12% | 748.27%-728.2pp | 555.15%-535.0pp | 478.56%-458.4pp |
| Employer contribution / active EE | $15,612 | $6,914+125.8% | $6,162+153.4% | $4,837+222.7% |
| Participant deferral / active EE | $10,642 | $8,935+19.1% | $8,221+29.4% | $6,341+67.8% |
| Admin fee / account holder | $1,045 | $14,293-92.7% | $12,045-91.3% | $12,309-91.5% |