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 | $190,197 | $150,440+26.4% | $136,294+39.5% | $147,584+28.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 12.74% | 1049.08%-1036.3pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $13,846 | $5,256+163.4% | $4,695+194.9% | $4,876+183.9% |
| Participant deferral / active EE | $6,628 | $6,6300% | $6,247+6.1% | $5,439+21.9% |
| Admin fee / account holder | $310 | $10,905-97.2% | $9,243-96.7% | $10,885-97.2% |