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 | $194,695 | $202,318-3.8% | $172,739+12.7% | $152,861+27.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.54% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,360 | $5,856-42.6% | $5,143-34.7% | $4,762-29.5% |
| Participant deferral / active EE | $7,292 | $5,948+22.6% | $5,198+40.3% | $5,850+24.7% |
| Admin fee / account holder | $792 | $17,109-95.4% | $13,954-94.3% | $11,596-93.2% |