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 | $224,229 | $217,402+3.1% | $185,823+20.7% | $167,490+33.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.89% | 148.36%-114.5pp | 122.05%-88.2pp | 478.56%-444.7pp |
| Employer contribution / active EE | $2,567 | $5,873-56.3% | $5,167-50.3% | $4,837-46.9% |
| Participant deferral / active EE | $7,087 | $6,356+11.5% | $5,568+27.3% | $6,341+11.8% |
| Admin fee / account holder | $46,384 | $19,811+134.1% | $16,237+185.7% | $12,309+276.8% |