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 | $228,678 | $171,865+33.1% | $149,718+52.7% | $147,584+54.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.73% | 2113.22%-2099.5pp | 1501.63%-1487.9pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,193 | $6,275-65.1% | $5,445-59.7% | $4,876-55.0% |
| Participant deferral / active EE | $3,831 | $7,271-47.3% | $6,569-41.7% | $5,439-29.6% |
| Admin fee / account holder | $53,076 | $13,799+284.6% | $11,283+370.4% | $10,885+387.6% |