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 | $112,571 | $150,440-25.2% | $136,294-17.4% | $147,584-23.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.47% | 1049.08%-1035.6pp | 5155.94%-5142.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $7,876 | $5,256+49.8% | $4,695+67.7% | $4,876+61.5% |
| Participant deferral / active EE | $3,233 | $6,630-51.2% | $6,247-48.2% | $5,439-40.6% |
| Admin fee / account holder | $25,034 | $10,905+129.6% | $9,243+170.8% | $10,885+130.0% |