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 | $187,460 | $202,318-7.3% | $172,739+8.5% | $152,861+22.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.49% | 1029.65%-1008.2pp | 802.84%-781.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $12,634 | $5,856+115.7% | $5,143+145.7% | $4,762+165.3% |
| Participant deferral / active EE | $7,315 | $5,948+23.0% | $5,198+40.7% | $5,850+25.0% |
| Admin fee / account holder | $2,715 | $17,109-84.1% | $13,954-80.5% | $11,596-76.6% |