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 | $225,587 | $171,865+31.3% | $149,718+50.7% | $147,584+52.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.86% | 2113.22%-2102.4pp | 1501.63%-1490.8pp | 578.55%-567.7pp |
| Employer contribution / active EE | $12,039 | $6,275+91.8% | $5,445+121.1% | $4,876+146.9% |
| Participant deferral / active EE | $11,443 | $7,271+57.4% | $6,569+74.2% | $5,439+110.4% |
| Admin fee / account holder | $2,987 | $13,799-78.4% | $11,283-73.5% | $10,885-72.6% |