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 | $172,382 | $202,318-14.8% | $172,739-0.2% | $152,861+12.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.97% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.3pp |
| Employer contribution / active EE | $7,465 | $5,856+27.5% | $5,143+45.1% | $4,762+56.7% |
| Participant deferral / active EE | $7,064 | $5,948+18.8% | $5,198+35.9% | $5,850+20.7% |
| Admin fee / account holder | $1,190 | $17,109-93.0% | $13,954-91.5% | $11,596-89.7% |