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 | $185,387 | $202,318-8.4% | $172,739+7.3% | $152,861+21.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.77% | 1029.65%-1008.9pp | 802.84%-782.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $5,943 | $5,856+1.5% | $5,143+15.6% | $4,762+24.8% |
| Participant deferral / active EE | $5,017 | $5,948-15.6% | $5,198-3.5% | $5,850-14.2% |
| Admin fee / account holder | $1,197 | $17,109-93.0% | $13,954-91.4% | $11,596-89.7% |