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 | $152,738 | $202,318-24.5% | $172,739-11.6% | $152,861-0.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 33.08% | 1029.65%-996.6pp | 802.84%-769.8pp | 345.32%-312.2pp |
| Employer contribution / active EE | $8,775 | $5,856+49.9% | $5,143+70.6% | $4,762+84.3% |
| Participant deferral / active EE | $4,262 | $5,948-28.4% | $5,198-18.0% | $5,850-27.2% |
| Admin fee / account holder | $2,661 | $17,109-84.4% | $13,954-80.9% | $11,596-77.1% |