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 | $234,008 | $209,832+11.5% | $189,513+23.5% | $167,490+39.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.51% | 748.27%-733.8pp | 555.15%-540.6pp | 478.56%-464.0pp |
| Employer contribution / active EE | $5,278 | $6,914-23.7% | $6,162-14.3% | $4,837+9.1% |
| Participant deferral / active EE | $6,807 | $8,935-23.8% | $8,221-17.2% | $6,341+7.3% |
| Admin fee / account holder | $18,193 | $14,293+27.3% | $12,045+51.0% | $12,309+47.8% |