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 | $190,696 | $202,318-5.7% | $172,739+10.4% | $152,861+24.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.07% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,461 | $5,856-58.0% | $5,143-52.2% | $4,762-48.3% |
| Participant deferral / active EE | $8,118 | $5,948+36.5% | $5,198+56.2% | $5,850+38.8% |
| Admin fee / account holder | $1,672 | $17,109-90.2% | $13,954-88.0% | $11,596-85.6% |