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 | $154,082 | $202,318-23.8% | $172,739-10.8% | $152,861+0.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.64% | 1029.65%-1014.0pp | 802.84%-787.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $3,503 | $5,856-40.2% | $5,143-31.9% | $4,762-26.4% |
| Participant deferral / active EE | $10,414 | $5,948+75.1% | $5,198+100.4% | $5,850+78.0% |
| Admin fee / account holder | $33,800 | $17,109+97.6% | $13,954+142.2% | $11,596+191.5% |