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 | $152,731 | $202,318-24.5% | $172,739-11.6% | $152,861-0.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.47% | 1029.65%-1004.2pp | 802.84%-777.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $5,698 | $5,856-2.7% | $5,143+10.8% | $4,762+19.7% |
| Participant deferral / active EE | $8,167 | $5,948+37.3% | $5,198+57.1% | $5,850+39.6% |
| Admin fee / account holder | $5,328 | $17,109-68.9% | $13,954-61.8% | $11,596-54.1% |