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 | $162,242 | $183,963-11.8% | $162,1630% | $152,861+6.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.22% | 150.76%-132.5pp | 115.59%-97.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $4,033 | $6,371-36.7% | $5,614-28.2% | $4,762-15.3% |
| Participant deferral / active EE | $5,128 | $8,034-36.2% | $7,298-29.7% | $5,850-12.4% |
| Admin fee / account holder | $3,446 | $13,121-73.7% | $10,843-68.2% | $11,596-70.3% |