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 | $244,040 | $202,318+20.6% | $172,739+41.3% | $152,861+59.6% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 23.90% | 1029.65%-1005.8pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $9,728 | $5,856+66.1% | $5,143+89.2% | $4,762+104.3% |
| Participant deferral / active EE | $6,085 | $5,948+2.3% | $5,198+17.1% | $5,850+4.0% |
| Admin fee / account holder | $9,436 | $17,109-44.8% | $13,954-32.4% | $11,596-18.6% |