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 | $244,027 | $202,318+20.6% | $172,739+41.3% | $152,861+59.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.50% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,114 | $5,856-63.9% | $5,143-58.9% | $4,762-55.6% |
| Participant deferral / active EE | $9,256 | $5,948+55.6% | $5,198+78.1% | $5,850+58.2% |
| Admin fee / account holder | $775 | $17,109-95.5% | $13,954-94.4% | $11,596-93.3% |