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 9-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 | $212,663 | $171,865+23.7% | $149,718+42.0% | $147,584+44.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 69.88% | 2113.22%-2043.3pp | 1501.63%-1431.7pp | 578.55%-508.7pp |
| Employer contribution / active EE | $4,860 | $6,275-22.6% | $5,445-10.7% | $4,876-0.3% |
| Participant deferral / active EE | $11,599 | $7,271+59.5% | $6,569+76.6% | $5,439+113.3% |
| Admin fee / account holder | $390 | $13,799-97.2% | $11,283-96.5% | $10,885-96.4% |