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 | $221,741 | $202,318+9.6% | $172,739+28.4% | $152,861+45.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.07% | 1029.65%-1011.6pp | 802.84%-784.8pp | 345.32%-327.2pp |
| Employer contribution / active EE | $3,884 | $5,856-33.7% | $5,143-24.5% | $4,762-18.4% |
| Participant deferral / active EE | $11,266 | $5,948+89.4% | $5,198+116.8% | $5,850+92.6% |
| Admin fee / account holder | $29,718 | $17,109+73.7% | $13,954+113.0% | $11,596+156.3% |