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 | $238,796 | $202,318+18.0% | $172,739+38.2% | $152,861+56.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.77% | 1029.65%-1015.9pp | 802.84%-789.1pp | 345.32%-331.5pp |
| Employer contribution / active EE | $25,504 | $5,856+335.5% | $5,143+395.9% | $4,762+435.5% |
| Participant deferral / active EE | $13,226 | $5,948+122.4% | $5,198+154.5% | $5,850+126.1% |
| Admin fee / account holder | $96,771 | $17,109+465.6% | $13,954+593.5% | $11,596+734.5% |