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 | $222,391 | $202,318+9.9% | $172,739+28.7% | $152,861+45.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.24% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $9,587 | $5,856+63.7% | $5,143+86.4% | $4,762+101.3% |
| Participant deferral / active EE | $7,415 | $5,948+24.7% | $5,198+42.7% | $5,850+26.8% |
| Admin fee / account holder | $2,673 | $17,109-84.4% | $13,954-80.8% | $11,596-76.9% |