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 | $214,701 | $171,865+24.9% | $149,718+43.4% | $147,584+45.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.38% | 2113.22%-2098.8pp | 1501.63%-1487.3pp | 578.55%-564.2pp |
| Employer contribution / active EE | $6,091 | $6,275-2.9% | $5,445+11.9% | $4,876+24.9% |
| Participant deferral / active EE | $2,545 | $7,271-65.0% | $6,569-61.3% | $5,439-53.2% |
| Admin fee / account holder | $27,882 | $13,799+102.0% | $11,283+147.1% | $10,885+156.1% |