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 | $232,019 | $202,318+14.7% | $172,739+34.3% | $152,861+51.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.12% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,793 | $5,856-52.3% | $5,143-45.7% | $4,762-41.4% |
| Participant deferral / active EE | $8,328 | $5,948+40.0% | $5,198+60.2% | $5,850+42.4% |
| Admin fee / account holder | $42,514 | $17,109+148.5% | $13,954+204.7% | $11,596+266.6% |