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 | $221,245 | $202,318+9.4% | $172,739+28.1% | $152,861+44.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.72% | 1029.65%-1001.9pp | 802.84%-775.1pp | 345.32%-317.6pp |
| Employer contribution / active EE | $4,264 | $5,856-27.2% | $5,143-17.1% | $4,762-10.5% |
| Participant deferral / active EE | $5,131 | $5,948-13.7% | $5,198-1.3% | $5,850-12.3% |
| Admin fee / account holder | $1,525 | $17,109-91.1% | $13,954-89.1% | $11,596-86.9% |