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 8-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 | $187,397 | $202,318-7.4% | $172,739+8.5% | $152,861+22.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.87% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.4pp |
| Employer contribution / active EE | $6,230 | $5,856+6.4% | $5,143+21.1% | $4,762+30.8% |
| Participant deferral / active EE | $7,931 | $5,948+33.3% | $5,198+52.6% | $5,850+35.6% |
| Admin fee / account holder | $35,945 | $17,109+110.1% | $13,954+157.6% | $11,596+210.0% |