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 | $213,500 | $171,865+24.2% | $149,718+42.6% | $147,584+44.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.20% | 2113.22%-2096.0pp | 1501.63%-1484.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $11,789 | $6,275+87.9% | $5,445+116.5% | $4,876+141.8% |
| Participant deferral / active EE | $10,201 | $7,271+40.3% | $6,569+55.3% | $5,439+87.6% |
| Admin fee / account holder | $11,810 | $13,799-14.4% | $11,283+4.7% | $10,885+8.5% |