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 | $205,384 | $209,832-2.1% | $189,513+8.4% | $167,490+22.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 30.57% | 748.27%-717.7pp | 555.15%-524.6pp | 478.56%-448.0pp |
| Employer contribution / active EE | $9,955 | $6,914+44.0% | $6,162+61.6% | $4,837+105.8% |
| Participant deferral / active EE | $5,472 | $8,935-38.8% | $8,221-33.4% | $6,341-13.7% |
| Admin fee / account holder | $1,876 | $14,293-86.9% | $12,045-84.4% | $12,309-84.8% |