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 | $205,956 | $171,865+19.8% | $149,718+37.6% | $147,584+39.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.13% | 2113.22%-2095.1pp | 1501.63%-1483.5pp | 578.55%-560.4pp |
| Employer contribution / active EE | $5,431 | $6,275-13.5% | $5,445-0.3% | $4,876+11.4% |
| Participant deferral / active EE | $12,418 | $7,271+70.8% | $6,569+89.0% | $5,439+128.3% |
| Admin fee / account holder | $2,005 | $13,799-85.5% | $11,283-82.2% | $10,885-81.6% |