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 | $234,175 | $171,865+36.3% | $149,718+56.4% | $147,584+58.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.16% | 2113.22%-2097.1pp | 1501.63%-1485.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,349 | $6,275-62.6% | $5,445-56.9% | $4,876-51.8% |
| Participant deferral / active EE | $9,865 | $7,271+35.7% | $6,569+50.2% | $5,439+81.4% |
| Admin fee / account holder | $2,951 | $13,799-78.6% | $11,283-73.8% | $10,885-72.9% |