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 7-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 | $142,279 | $202,318-29.7% | $172,739-17.6% | $152,861-6.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 32.23% | 1029.65%-997.4pp | 802.84%-770.6pp | 345.32%-313.1pp |
| Employer contribution / active EE | $17,344 | $5,856+196.2% | $5,143+237.2% | $4,762+264.2% |
| Participant deferral / active EE | $18,000 | $5,948+202.6% | $5,198+246.3% | $5,850+207.7% |
| Admin fee / account holder | $4,746 | $17,109-72.3% | $13,954-66.0% | $11,596-59.1% |