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 | $244,999 | $150,440+62.9% | $136,294+79.8% | $147,584+66.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.18% | 1049.08%-1035.9pp | 5155.94%-5142.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,069 | $5,256-79.7% | $4,695-77.2% | $4,876-78.1% |
| Participant deferral / active EE | $3,167 | $6,630-52.2% | $6,247-49.3% | $5,439-41.8% |
| Admin fee / account holder | $13,125 | $10,905+20.4% | $9,243+42.0% | $10,885+20.6% |