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 | $218,240 | $209,832+4.0% | $189,513+15.2% | $167,490+30.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.67% | 748.27%-735.6pp | 555.15%-542.5pp | 478.56%-465.9pp |
| Employer contribution / active EE | $7,369 | $6,914+6.6% | $6,162+19.6% | $4,837+52.3% |
| Participant deferral / active EE | $6,745 | $8,935-24.5% | $8,221-18.0% | $6,341+6.4% |
| Admin fee / account holder | $7,616 | $14,293-46.7% | $12,045-36.8% | $12,309-38.1% |