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 10-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 | $152,526 | $202,318-24.6% | $172,739-11.7% | $152,861-0.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.86% | 1029.65%-1003.8pp | 802.84%-777.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $10,455 | $5,856+78.5% | $5,143+103.3% | $4,762+119.5% |
| Participant deferral / active EE | $6,000 | $5,948+0.9% | $5,198+15.4% | $5,850+2.6% |
| Admin fee / account holder | $1,600 | $17,109-90.7% | $13,954-88.5% | $11,596-86.2% |