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 | $211,199 | $169,032+24.9% | $129,207+63.5% | $145,922+44.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.13% | 14330.11%-14320.0pp | 9417.33%-9407.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,316 | $5,537-22.0% | $4,153+3.9% | $4,660-7.4% |
| Participant deferral / active EE | $16,032 | $4,987+221.4% | $4,168+284.7% | $6,688+139.7% |
| Admin fee / account holder | $1,506 | $9,954-84.9% | $7,715-80.5% | $13,397-88.8% |