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 | $234,557 | $202,318+15.9% | $172,739+35.8% | $152,861+53.4% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.4%+11.3pp |
| Annual return | 25.63% | 1029.65%-1004.0pp | 802.84%-777.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $8,962 | $5,856+53.0% | $5,143+74.3% | $4,762+88.2% |
| Participant deferral / active EE | $4,131 | $5,948-30.6% | $5,198-20.5% | $5,850-29.4% |
| Admin fee / account holder | $5,014 | $17,109-70.7% | $13,954-64.1% | $11,596-56.8% |