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 | $249,387 | $202,318+23.3% | $172,739+44.4% | $152,861+63.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.04% | 1029.65%-1015.6pp | 802.84%-788.8pp | 345.32%-331.3pp |
| Employer contribution / active EE | $2,893 | $5,856-50.6% | $5,143-43.8% | $4,762-39.3% |
| Participant deferral / active EE | $8,825 | $5,948+48.4% | $5,198+69.8% | $5,850+50.9% |
| Admin fee / account holder | $9,400 | $17,109-45.1% | $13,954-32.6% | $11,596-18.9% |