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 | $167,990 | $202,432-17.0% | $169,368-0.8% | $139,434+20.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.23% | 531.74%-514.5pp | 405.60%-388.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $4,917 | $4,692+4.8% | $4,013+22.5% | $4,751+3.5% |
| Participant deferral / active EE | $13,116 | $6,938+89.0% | $6,221+110.8% | $6,710+95.5% |
| Admin fee / account holder | $4,130 | $10,708-61.4% | $9,003-54.1% | $11,403-63.8% |