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 | $231,940 | $202,318+14.6% | $172,739+34.3% | $152,861+51.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.82% | 1029.65%-1004.8pp | 802.84%-778.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $3,021 | $5,856-48.4% | $5,143-41.3% | $4,762-36.6% |
| Participant deferral / active EE | $9,187 | $5,948+54.4% | $5,198+76.7% | $5,850+57.0% |
| Admin fee / account holder | $681 | $17,109-96.0% | $13,954-95.1% | $11,596-94.1% |