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 | $216,849 | $202,318+7.2% | $172,739+25.5% | $152,861+41.9% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.4%+4.5pp |
| Annual return | 22.42% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $7,134 | $5,856+21.8% | $5,143+38.7% | $4,762+49.8% |
| Participant deferral / active EE | $3,658 | $5,948-38.5% | $5,198-29.6% | $5,850-37.5% |
| Admin fee / account holder | $586 | $17,109-96.6% | $13,954-95.8% | $11,596-94.9% |