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 | $225,345 | $171,865+31.1% | $149,718+50.5% | $147,584+52.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.28% | 2113.22%-2087.9pp | 1501.63%-1476.4pp | 578.55%-553.3pp |
| Employer contribution / active EE | $20,702 | $6,275+229.9% | $5,445+280.2% | $4,876+324.5% |
| Participant deferral / active EE | $8,475 | $7,271+16.6% | $6,569+29.0% | $5,439+55.8% |
| Admin fee / account holder | $6,615 | $13,799-52.1% | $11,283-41.4% | $10,885-39.2% |