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 | $205,203 | $202,318+1.4% | $172,739+18.8% | $152,861+34.2% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 23.43% | 1029.65%-1006.2pp | 802.84%-779.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $9,869 | $5,856+68.5% | $5,143+91.9% | $4,762+107.2% |
| Participant deferral / active EE | $5,761 | $5,948-3.1% | $5,198+10.8% | $5,850-1.5% |
| Admin fee / account holder | $1,017 | $17,109-94.1% | $13,954-92.7% | $11,596-91.2% |