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 | $232,613 | $202,318+15.0% | $172,739+34.7% | $152,861+52.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.49% | 1029.65%-999.2pp | 802.84%-772.3pp | 345.32%-314.8pp |
| Employer contribution / active EE | $31,862 | $5,856+444.1% | $5,143+519.5% | $4,762+569.0% |
| Participant deferral / active EE | $16,482 | $5,948+177.1% | $5,198+217.1% | $5,850+181.7% |
| Admin fee / account holder | $2,042 | $17,109-88.1% | $13,954-85.4% | $11,596-82.4% |