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 | $177,741 | $202,318-12.1% | $172,739+2.9% | $152,861+16.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.37% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,883 | $5,856-50.8% | $5,143-43.9% | $4,762-39.5% |
| Participant deferral / active EE | $7,598 | $5,948+27.7% | $5,198+46.2% | $5,850+29.9% |
| Admin fee / account holder | $6,154 | $17,109-64.0% | $13,954-55.9% | $11,596-46.9% |