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 | $235,919 | $202,318+16.6% | $172,739+36.6% | $152,861+54.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.55% | 1029.65%-1012.1pp | 802.84%-785.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $7,944 | $5,856+35.6% | $5,143+54.5% | $4,762+66.8% |
| Participant deferral / active EE | $8,099 | $5,948+36.2% | $5,198+55.8% | $5,850+38.4% |
| Admin fee / account holder | $15,868 | $17,109-7.2% | $13,954+13.7% | $11,596+36.8% |