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 | $217,907 | $202,318+7.7% | $172,739+26.1% | $152,861+42.6% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 27.81% | 1029.65%-1001.8pp | 802.84%-775.0pp | 345.32%-317.5pp |
| Employer contribution / active EE | $10,946 | $5,856+86.9% | $5,143+112.8% | $4,762+129.9% |
| Participant deferral / active EE | $5,065 | $5,948-14.8% | $5,198-2.6% | $5,850-13.4% |
| Admin fee / account holder | $944 | $17,109-94.5% | $13,954-93.2% | $11,596-91.9% |