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 | $163,189 | $202,318-19.3% | $172,739-5.5% | $152,861+6.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.97% | 1029.65%-1012.7pp | 802.84%-785.9pp | 345.32%-328.3pp |
| Employer contribution / active EE | $9,174 | $5,856+56.7% | $5,143+78.4% | $4,762+92.6% |
| Participant deferral / active EE | $5,047 | $5,948-15.1% | $5,198-2.9% | $5,850-13.7% |
| Admin fee / account holder | $30,414 | $17,109+77.8% | $13,954+118.0% | $11,596+162.3% |