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 | $157,359 | $202,318-22.2% | $172,739-8.9% | $152,861+2.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.88% | 1029.65%-1011.8pp | 802.84%-785.0pp | 345.32%-327.4pp |
| Employer contribution / active EE | $3,746 | $5,856-36.0% | $5,143-27.2% | $4,762-21.3% |
| Participant deferral / active EE | $7,594 | $5,948+27.7% | $5,198+46.1% | $5,850+29.8% |
| Admin fee / account holder | $155,944 | $17,109+811.5% | $13,954+1017.6% | $11,596+1244.8% |