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 | $119,398 | $109,817+8.7% | $98,442+21.3% | $167,490-28.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.07% | 1956.69%-1936.6pp | 1492.73%-1472.7pp | 478.56%-458.5pp |
| Employer contribution / active EE | $6,150 | $3,224+90.8% | $2,960+107.8% | $4,837+27.1% |
| Participant deferral / active EE | $14,500 | $4,673+210.3% | $4,276+239.1% | $6,341+128.7% |
| Admin fee / account holder | $290,906 | $6,753+4208.0% | $5,949+4789.8% | $12,309+2263.4% |