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 | $241,445 | $202,318+19.3% | $172,739+39.8% | $152,861+58.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.23% | 1029.65%-1012.4pp | 802.84%-785.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $6,120 | $5,856+4.5% | $5,143+19.0% | $4,762+28.5% |
| Participant deferral / active EE | $10,720 | $5,948+80.2% | $5,198+106.2% | $5,850+83.2% |
| Admin fee / account holder | $520 | $17,109-97.0% | $13,954-96.3% | $11,596-95.5% |