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 8-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 | $161,962 | $202,318-19.9% | $172,739-6.2% | $152,861+6.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.50% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $9,035 | $5,856+54.3% | $5,143+75.7% | $4,762+89.7% |
| Participant deferral / active EE | $4,370 | $5,948-26.5% | $5,198-15.9% | $5,850-25.3% |
| Admin fee / account holder | $1,249 | $17,109-92.7% | $13,954-91.1% | $11,596-89.2% |