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 | $248,364 | $202,318+22.8% | $172,739+43.8% | $152,861+62.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.27% | 1029.65%-1005.4pp | 802.84%-778.6pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,325 | $5,856-60.3% | $5,143-54.8% | $4,762-51.2% |
| Participant deferral / active EE | $12,880 | $5,948+116.5% | $5,198+147.8% | $5,850+120.2% |
| Admin fee / account holder | $17,904 | $17,109+4.6% | $13,954+28.3% | $11,596+54.4% |