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 | $241,824 | $171,865+40.7% | $149,718+61.5% | $147,584+63.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.91% | 2113.22%-2096.3pp | 1501.63%-1484.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $5,028 | $6,275-19.9% | $5,445-7.7% | $4,876+3.1% |
| Participant deferral / active EE | $12,560 | $7,271+72.7% | $6,569+91.2% | $5,439+130.9% |
| Admin fee / account holder | $861 | $13,799-93.8% | $11,283-92.4% | $10,885-92.1% |