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 | $154,526 | $202,318-23.6% | $172,739-10.5% | $152,861+1.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.44% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $8,917 | $5,856+52.3% | $5,143+73.4% | $4,762+87.2% |
| Participant deferral / active EE | $5,729 | $5,948-3.7% | $5,198+10.2% | $5,850-2.1% |
| Admin fee / account holder | $58,566 | $17,109+242.3% | $13,954+319.7% | $11,596+405.0% |