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 | $157,634 | $159,901-1.4% | $146,958+7.3% | $145,922+8.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 38.03% | 98.13%-60.1pp | 418.34%-380.3pp | 561.29%-523.3pp |
| Employer contribution / active EE | $17,693 | $5,286+234.7% | $4,933+258.7% | $4,660+279.7% |
| Participant deferral / active EE | $15,522 | $8,428+84.2% | $8,070+92.3% | $6,688+132.1% |
| Admin fee / account holder | $55,152 | $15,044+266.6% | $12,998+324.3% | $13,397+311.7% |