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 | $181,165 | $202,318-10.5% | $172,739+4.9% | $152,861+18.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.07% | 1029.65%-1015.6pp | 802.84%-788.8pp | 345.32%-331.2pp |
| Employer contribution / active EE | $8,030 | $5,856+37.1% | $5,143+56.1% | $4,762+68.6% |
| Participant deferral / active EE | $4,492 | $5,948-24.5% | $5,198-13.6% | $5,850-23.2% |
| Admin fee / account holder | $8,210 | $17,109-52.0% | $13,954-41.2% | $11,596-29.2% |