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 | $212,911 | $202,318+5.2% | $172,739+23.3% | $152,861+39.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.87% | 1029.65%-1013.8pp | 802.84%-787.0pp | 345.32%-329.4pp |
| Employer contribution / active EE | $23,580 | $5,856+302.7% | $5,143+358.5% | $4,762+395.1% |
| Participant deferral / active EE | $25,965 | $5,948+336.5% | $5,198+399.6% | $5,850+343.8% |
| Admin fee / account holder | $461 | $17,109-97.3% | $13,954-96.7% | $11,596-96.0% |