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 | $207,670 | $209,832-1.0% | $189,513+9.6% | $167,490+24.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.84% | 748.27%-725.4pp | 555.15%-532.3pp | 478.56%-455.7pp |
| Employer contribution / active EE | $33,930 | $6,914+390.8% | $6,162+450.7% | $4,837+601.4% |
| Participant deferral / active EE | $12,378 | $8,935+38.5% | $8,221+50.6% | $6,341+95.2% |
| Admin fee / account holder | $3,333 | $14,293-76.7% | $12,045-72.3% | $12,309-72.9% |