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 | $198,463 | $202,318-1.9% | $172,739+14.9% | $152,861+29.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.91% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $5,722 | $5,856-2.3% | $5,143+11.3% | $4,762+20.1% |
| Participant deferral / active EE | $7,687 | $5,948+29.2% | $5,198+47.9% | $5,850+31.4% |
| Admin fee / account holder | $1,201 | $17,109-93.0% | $13,954-91.4% | $11,596-89.6% |