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 | $220,712 | $171,865+28.4% | $149,718+47.4% | $147,584+49.6% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 25.20% | 2113.22%-2088.0pp | 1501.63%-1476.4pp | 578.55%-553.4pp |
| Employer contribution / active EE | $36,385 | $6,275+479.8% | $5,445+568.2% | $4,876+646.2% |
| Participant deferral / active EE | $6,783 | $7,271-6.7% | $6,569+3.3% | $5,439+24.7% |
| Admin fee / account holder | $4,970 | $13,799-64.0% | $11,283-55.9% | $10,885-54.3% |