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 | $162,536 | $180,449-9.9% | $154,107+5.5% | $135,375+20.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.48% | 888.09%-882.6pp | 735.12%-729.6pp | 519.73%-514.3pp |
| Employer contribution / active EE | $9,936 | $6,035+64.6% | $5,298+87.6% | $4,779+107.9% |
| Participant deferral / active EE | $3,078 | $5,806-47.0% | $5,081-39.4% | $5,609-45.1% |
| Admin fee / account holder | $106,601 | $16,143+560.4% | $13,411+694.9% | $10,827+884.6% |