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 | $193,575 | $183,963+5.2% | $162,163+19.4% | $152,861+26.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.67% | 150.76%-131.1pp | 115.59%-95.9pp | 345.32%-325.6pp |
| Employer contribution / active EE | $6,259 | $6,371-1.8% | $5,614+11.5% | $4,762+31.4% |
| Participant deferral / active EE | $14,417 | $8,034+79.4% | $7,298+97.5% | $5,850+146.4% |
| Admin fee / account holder | $2,578 | $13,121-80.4% | $10,843-76.2% | $11,596-77.8% |