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 4-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 | $171,511 | $159,901+7.3% | $146,958+16.7% | $145,922+17.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.47% | 98.13%-69.7pp | 418.34%-389.9pp | 561.29%-532.8pp |
| Employer contribution / active EE | $21,600 | $5,286+308.6% | $4,933+337.9% | $4,660+363.6% |
| Participant deferral / active EE | $29,080 | $8,428+245.0% | $8,070+260.4% | $6,688+334.8% |
| Admin fee / account holder | $1,082 | $15,044-92.8% | $12,998-91.7% | $13,397-91.9% |