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 9-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 | $185,422 | $175,202+5.8% | $149,673+23.9% | $139,434+33.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 75.40% | 166.71%-91.3pp | 134.42%-59.0pp | 372.94%-297.5pp |
| Employer contribution / active EE | $8,052 | $5,474+47.1% | $4,818+67.1% | $4,751+69.5% |
| Participant deferral / active EE | $7,381 | $6,519+13.2% | $5,680+30.0% | $6,710+10.0% |
| Admin fee / account holder | $1,602 | $16,150-90.1% | $13,210-87.9% | $11,403-85.9% |